Eric Robert Franklin
Advisor at The Pension Group — Dublin, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66, Series 63
Experience Industry experience
2 years
Location
Dublin, OH 43017
The Pension Group
Supported
Total advisors
2Clients per advisor
300 Very HighAvg AUM per client
$304,459 Very LowHNW client ratio
2% Very LowEric Franklin is a financial advisor at The Pension Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities and Jpmorgan Chase in various roles spanning from 2013 to 2026. The Pension Group provides personalized investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm employs an investment approach based on Modern Portfolio Theory and long-term strategic asset allocation, often working with third-party managers for portfolio management and trade execution.
Based on The Pension Group
Based on The Pension Group
Fixed financial planning fees ranging from $1,500 - $5,000
$0+: 0% - 2% annually depending on the third-party program and scope of engagement $0+: 1.5% annually for co-advisory or sub-advisory arrangements (TPG receives half, third-party manager receives half)
$100 - $300 per hour for financial planning and consulting services
Account minimum: $100,000 Fee-only: Financial planning fixed fees ranging from $1,500 - $5,000; hourly fees ranging from $100 - $300 per hour
Dublin, OH
700 Stonehenge Parkway, Suite B
Dublin OH 43017
Advisors at this office
2
Ohio
2 years of industry experience
The Pension Group
2026 - Present • 1 year
Dublin, OH
J.P. Morgan Securities
2024 - 2026 • 2 years
Delaware, OH
Jpmorgan Chase Bank (Oh)
2021 - 2026 • 5 years
Delaware, OH
Jpmorgan Chase
2021 - 2024 • 3 years
Columbus, OH
Keller Williams Mortgage
2020 - 2021 • 1 year
Dublin, OH
Jpmorgan Chase
2013 - 2020 • 7 years
Columbus, OH
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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