AdFi
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Ericka Jones

Investment Adviser Representative at CATALYST WEALTH MANAGEMENT LLC

Houston, TXCRD #7153237Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
5 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ericka Jones has worked in the securities industry since 2020. They are registered to provide investment advisory services in California, Illinois, Indiana, Texas, and Virginia.

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
CaliforniaIllinoisIndianaTexasVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/13/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 9/5/2020
Series 7
General Securities Representative Examination
Passed 8/7/2023
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/12/2020
SIE
Securities Industry Essentials Examination
Passed 9/26/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0204
Account minimum: $1,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Catalyst Wealth Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CATALYST WEALTH MANAGEMENT LLCCurrent
9/14/2024Houston, TX
INNOVATION PARTNERS LLCCurrent
4/17/2024Houston, TX
GWN SECURITIES INC.
7/28/20224/17/2024Houston, TX
EQUITABLE ADVISORS, LLC
6/12/20207/15/2022Houston, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ericka Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Ericka Jones - Financial Advisor in Houston, TX | AdvisorFinder