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Detailed Report
Nancy Jean Erickson
NANCY JEAN ERICKSON, NANCY JEAN SQUIRES ERICKSON
CRD#: 2409361
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 114 EAST JACKSON
BOLIVAR, MO 65613
Registration History
1995200020052010201520202025IAEDWARD JONES (CRD# 250)1999 - Present (26 years)BEDWARD JONES (CRD# 250)1994 - Present (31 years)
License(s)

State Registrations

B
Alabama 3/5/2014
IA
Missouri 2/11/1999
B
Arizona 9/13/2012
B
New Jersey 10/22/2007
B
Arkansas 2/23/2009
B
New Mexico 10/19/2004
B
California 10/29/2002
B
North Carolina 11/10/2010
B
Colorado 11/11/2015
B
Ohio 8/11/1997
B
Florida 9/17/2002
B
Oklahoma 4/3/2012
B
Illinois 1/3/2006
B
Oregon 5/25/2012
B
Iowa 9/19/1996
B
Texas 6/15/1999
B
Kansas 10/20/2003
IA
Texas 8/21/2014
B
Kentucky 2/3/2023
B
Virginia 3/29/2005
B
Louisiana 2/6/2002
B
Washington 6/12/2023
B
Minnesota 9/1/2022
B
Wisconsin 2/22/1994
B
Missouri 5/10/1994

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
114 EAST JACKSON, BOLIVAR, MO 65613
Registered with this firm since 2/11/1999
B
EDWARD JONES (CRD#:250)
114 EAST JACKSON, BOLIVAR, MO 65613
Registered with this firm since 1/19/1994
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.