UBS Financial Services
41yrs
Top advisor by experience in Warren
10yrs
Eric Vitelli is a fiduciary financial advisor in Warren, Ohio, with 10 years in the industry. After five years at Huntington Financial Advisors, Eric joined Edward Jones in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 28 advisors with offices in Warren, and one of 26 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
OfficeHowland Square 8015 East Market Street, Warren, OH 44484
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2022 – nowEdward JonesCurrent firm
- 2017 – 2022The Huntington Investment CompanyPreviously
Contact Eric
Local office(330) 856-9665Ask for Eric. (314) 515-2000Main office · St. Louis, MO Howland Square 8015 East Market StreetWarren, OH 44484Office · Get directions
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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 Eric’s local office at (330) 856-9665 or the Edward Jones main office at (314) 515-2000, and ask for Eric Vitelli.
How long has Eric been a financial advisor?
Eric has been in the industry since 2016, about 10 years. 10 years in the industry.
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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other 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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