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Our financial advice team


Jason Erhardt, Associate Financial Advisor serving the Troy, MI area - Ameriprise Advisors

Jason Erhardt

Associate Financial Advisor

OsborneKlein
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies

Qualifications

  • Series 7 and 66 Securities Licenses
  • Licensed in Life, Accident, and Health Insurance

Education

  • Lawrence Technological University - Bachelor of Business Administration - BBA with a Major in Finance

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021, 2023
  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • OsborneKlein, Best and Brightest Companies to Work for in the Nation, 2020-2024
  • OsborneKlein, Best and Brightest Companies to Work for in West Michigan, 2017-2024

Professional associations

  • Lawrence Technological Univeristy Alumni Association

Previous experience

  • Paraplanner - OsborneKlein, 2025
  • Financial Planning Specialist - OsborneKlein, 2024-2025
  • Financial Planning Assistant - OsborneKlein, 2023-2024

Community participation

Interests

  • Spending time with family
  • Spending time with friends
  • Sports Enthusiast
  • Working out
  • Running
  • Golfing