Eric Dolin has been an investment adviser representative at Forefront Wealth Partners since July 2026, and is not listed among the firm’s executive officers or direct owners.
Forefront Wealth Partners, LLC is an Austin, TX firm with $240M under management, 572 clients and 7 advisers across 6 offices, as of its September 2026 filing.
Eric Dolin’s longest registration was 9 years at J.P. Morgan Securities LLC (2012–2021). Before joining Forefront Wealth Partners in 2026, Eric Dolin was registered through Rembrandt Financial Group LLC and J.P. Morgan Securities LLC.
- Rembrandt Financial Group LLC– · 2 yearsAustin, TX · Adviser representative · Firm CRD 318415
- J.P. Morgan Securities LLC– · 9 yearsAustin, TX · Adviser representative · Firm CRD 79
- Chase Investment Services Corp.– · 1 yearAustin, TX · Adviser representative · Firm CRD 25574
- Edward Jones– · 2 yearsAustin, TX · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Eric Dolin is registered as an investment adviser representative in Texas, since July 2026.
- TexasSince 31 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 March 2009 |
| Series 7 | General Securities Representative Examination | 19 December 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Michael Dolin
- CRD
- 5609976
- Firm
- Forefront Wealth Partners · CRD 308521
- Office
- Austin, TX
- Registration
- Investment adviser registration
- In the industry since
- February 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Eric Dolin work?
Eric Dolin is an investment adviser representative registered through Forefront Wealth Partners, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Eric Dolin a financial advisor?
Yes. Eric Dolin has a current investment-adviser registration in Texas, through Forefront Wealth Partners since July 2026.
How many years of experience does Eric Dolin have?
Eric Dolin has 15 years in the financial industry, since February 2011, across 5 adviser firms.
What exams has Eric Dolin passed?
Eric Dolin has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2008. FINRA credited Eric Dolin with the SIE, which began in October 2018.
Where did Eric Dolin work before Forefront Wealth Partners?
Before Forefront Wealth Partners, Eric Dolin was registered through Rembrandt Financial Group LLC, March 2023 to October 2025; J.P. Morgan Securities LLC, October 2012 to December 2021; Chase Investment Services Corp., May 2011 to October 2012; Edward Jones, March 2009 to April 2011.
Where is Eric Dolin based?
Eric Dolin’s registered office is in Austin, TX.
Is Eric Dolin registered with FINRA?
No. Eric Dolin has no current broker registration.
How can I verify Eric Dolin’s record?
Search CRD 5609976 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Dolin’s full registration record.
