Merrill
45yrs
Top advisor by experience in Jupiter
8yrs
Eric Inge has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Jupiter, Florida. Eric has been with Osaic Institutions since 2025; before that, Eric spent five years at Ameriprise Financial Services and two years at Asset Advisors of America. Eric holds the CFP® designation.
One of 262 advisors with offices in Jupiter, and one of 231 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1200 University Blvd Suite 200, Jupiter, FL 33458
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$308,738
Advisors at the firm542
States licensed ?1 state
Services through Osaic Institutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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
- Jul 2025 – nowOsaic Institutions, Inc.Current firm
- 2020 – 2025Ameriprise Financial Services, LLCPreviously
- 2018 – 2020Asset Advisors of America, LLCPreviously
Contact Eric
(203) 599-6000Firm headquarters in Meriden, CT. Ask for Eric. 1200 University Blvd Suite 200Jupiter, FL 33458Office · Get directions LinkedIn pageOsaic Institutions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Osaic Institutions at (203) 599-6000 and ask for Eric Inge. Eric works from the Jupiter, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Eric hold?
Series 63, Series 65. 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?
Osaic Institutions reports being paid by a percentage of the assets they manage, hourly fees, 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.
Other advisors nearby
Sykon Capital
44yrs
Top advisor by experience at Sykon Capital
Primerica Advisors
44yrs
Top 1% by experience in Jupiter
Merrill
43yrs
Top 1% by experience in Florida
Equitable Advisors
43yrs
Top 1% by experience at Equitable Advisors
Morgan Stanley
43yrs
Top 2% by experience in Jupiter