Ericka Jones has been an investment adviser representative at Catalyst Wealth Management since September 2024, and is not listed among the firm’s executive officers or direct owners.
Catalyst Wealth Management LLC is a Houston, TX firm with $105M under management, 9,549 clients and 25 advisers across 14 offices, as of its September 2026 filing.
Ericka Jones’ longest registration is the current one, 2 years at Innovation Partners LLC since 2024.
- Innovation Partners LLCAlso current– present · 2 yearsHouston, TX · Adviser representative and broker · Firm CRD 146344
Investment adviser representative registrations
Ericka Jones is registered as an investment adviser representative in Texas, since September 2024.
- TexasSince 14 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 September 2024 |
| Series 7TO | General Securities Representative Examination | 7 August 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 September 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 12 June 2020 |
| SIE | Securities Industry Essentials Examination | 26 September 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7153237
- Firm
- Catalyst Wealth Management · CRD 329586
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Ericka Jones work?
Ericka Jones is an investment adviser representative registered through Catalyst Wealth Management LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Ericka Jones a financial advisor?
Yes. Ericka Jones has a current investment-adviser registration in Texas, through Catalyst Wealth Management since September 2024.
How many years of experience does Ericka Jones have?
Ericka Jones has 6 years in the financial industry, since June 2020, across 2 adviser firms.
What exams has Ericka Jones passed?
Ericka Jones has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 65. The earliest, the SIE, was passed in September 2019.
Is Ericka Jones registered with FINRA?
Yes. Ericka Jones has a current broker registration, under CRD 7153237.
Source: FINRA BrokerCheck
How can I verify Ericka Jones’ record?
Search CRD 7153237 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ericka Jones’ full registration record.
