Buckley Wealth
47yrs
Top advisor by experience in Nevada
35yrs
Based in Las Vegas, Nevada, Jon Erickson is a fiduciary financial advisor with 35 years of industry experience. Jon has been with Morgan Stanley since 2011; before that, Jon spent a year at Wells Fargo Advisors and seven years at Wells Fargo Investments. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1277 advisors with offices in Las Vegas, and one of 1218 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 6% by experience in Las Vegas
Office8548 Rozita Lee Avenue Suite 400, Las Vegas, NV 89113
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowMorgan StanleyCurrent firm
- Jan 2011 – Oct 2011Wells Fargo Clearing Services, LLCPreviously
- 2004 – 2011Wells Fargo Investments, LLCPreviously
Contact Jon
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Jon. 8548 Rozita Lee Avenue Suite 400Las Vegas, NV 89113Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Jon
How do I contact Jon?
Call Morgan Stanley at (914) 225-5510 and ask for Jon Erickson. Jon works from the Las Vegas, NV office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1991, about 35 years. Top 6% by experience in Las Vegas.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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