Erik Lawson Jefferson
Chief Investment Officer at Flagship Harbor Advisors LLC
Profile
Mr. Erik L.
Jefferson is a Chief Investment Officer at Flagship Harbor Advisors LLC.
In his role he oversees the design and implementation of the firm's CORE Portfolios in addition to developing a variety content to support advisors and clients regarding macro-economics, capital markets and thought leadership.
Additionally, he is a Managing Partner of TrestleBridge Capital, LLC a boutique financial planning firm offering a concierge wealth management experience to a small number of personal clients.
For the last decade he served as a consultant with LPL Financial (NASDAQ: LPLA) initially as a voting member within their asset management division and subsequently as a Regional Vice President where he was a frequent presenter at conferences, promoting the firm's full suite of holistic planning capabilities.
He is a graduate of Trinity College in Hartford, CT.
He earned his Bachelors degree with focus on Economics & Sociology.
He is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Wealth Strategist (CWS), he also holds securities licenses through LPL Financial, including General Securities Representative (Series 7), Uniform Securities Agent State Law Examination (Series 63) and Uniform Investment Adviser Law Examination (Series 65) as well as Life, Accident, and Health insurance licences.
Erik Lawson Jefferson active positions
Companies | Position | Start |
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Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC Investment ManagersFinance Flagship Harbor Advisors LLC (FHA) is a registered independent investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Kaufman in 2010. FHA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Chief Investment Officer | 2021-08-31 |
Former positions of Erik Lawson Jefferson
Companies | Position | End |
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LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 2021-08-31 |
Training of Erik Lawson Jefferson
Trinity College & University | Undergraduate Degree |
Experiences
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Private companies | 2 |
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LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC Investment ManagersFinance Flagship Harbor Advisors LLC (FHA) is a registered independent investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Kaufman in 2010. FHA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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