Erik L. Jefferson, CFA, CAIA, CWS

Erik and I met almost 10 years ago, when he served as a Regional Vice President for LPL Financial, educating advisors about portfolio and investment strategies. Now, Erik serves as the Chief Investment Officer of Flagship Harbor Advisors.

Concierge Wealth Management taps into Erik's extensive knowledge of the financial markets when designing and implementing investment solutions for clients.  It is fantastic to have the ability to leverage the knowledge of an in-house CPA as part of the expanded team.

In his role, Erik 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.

Erik 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.