Erik is a Wealth Manager at Heritage Investment Group and joined the firm in 2011. Erik holds a bachelor’s degree in business management from the University of Akron and has over 20 years of experience in the financial services industry. Prior to joining Heritage, Erik spent six years at The Proper Analysis, a fee-only Registered Investment Advisor near Cleveland, Ohio, where he was a Vice President responsible for portfolio design and new business development. His primary responsibilities at Heritage include portfolio management, client servicing, and marketing. Erik lives in the Orlando area with his wife Nicole. He is an avid gardener who also enjoys camping and bicycling.

Erik Johnson
Portfolio Manager
Heritage Investment Group
United States, Florida, Sanford
About Me
Profile Information
Portfolio Manager
Heritage Investment Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Sanford
Florida
United States
Aug 5, 2024
Work Experience
The Proper Analysis
Vice President Oct 2003 - Aug 2009
More profiles to browse
David Teas
Partner, Wealth Manager
Craig Chuang
Wealth Manager
NM
Nicklaus Mattingly
Wealth Manager

Stacy Bliss
Wealth Manager
You Might Like
JB
Joy Bunzel
Client Services
Sierra Investment Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation