Merrill
45yrs
Top advisor by experience in Jupiter
18yrs
Based in Jupiter, Florida, Eric Ackerman is a fiduciary financial advisor with 18 years of industry experience. Eric joined Truist Advisory Services in 2025, after a year at LPL Financial and two years at Osaic Institutions. Eric holds the CFP® designation.
One of 262 advisors with offices in Jupiter, and one of 231 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors in Florida
Office17350 N Alternate A1a, Jupiter, FL 33477
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2025 – nowTruist Advisory Services, Inc.Current firm
- Jul 2024 – Nov 2025LPL Financial LLCPreviously
- Aug 2022 – Jun 2024Osaic Institutions, Inc.Previously
Contact Eric
(800) 874-4770Firm headquarters in Atlanta, GA. Ask for Eric. 17350 N Alternate A1aJupiter, FL 33477Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Truist Advisory Services at (800) 874-4770 and ask for Eric Ackerman. Eric works from the Jupiter, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2009, about 18 years. More experience than 55% of advisors in Florida.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric 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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