Team
Mr. Konuk has been active in the financial services industry for well over 30 years. He holds a degree in Economics from the University of Virginia along with FINRA Series 7, 24, 63, and 65 registrations through LPL Financial. Mr. Konuk offers client portfolio management services as an LPL Investment Advisor Representative (IAR,) working strictly on a fee basis and adhering to the Fiduciary Standard of care for advisory accounts.
Mr. Konuk has extensive experience advising individuals, families, and corporations alike. His specialty is breaking down complex issues and developing a concise approach to address matters concerning prudent security selections, asset allocation, and client portfolio management.
Mr. Konuk aims to provide sophisticated financial strategies and helping his clients implement strategies designed to work towards long term success.
“Putting my clients interests ahead of everything else has been the cornerstone for the success of my business,” Mr. Konuk said. “Its enabled our firm to enjoy many years of success in this community.”
J. Eric Konuk
Managing Principal
(239) 594-7906
After graduating with honors from the University of Virginia in Charlottesville with a degree in Economics in 1985, Mr. Konuk has been continuously active as an investment manager for well for over 30 years, having been named a "Five...