Eric Raymond Zebrowski

Advisor at Edward Jones — Princeton, MN Rum River Drive S

Updated today

Credentials

CFP®, Series 66

Experience

13 years

Location

Princeton, MN 55371

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Eric Zebrowski is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He serves as secretary for the Princeton Area Chamber of Commerce, participating in board meetings and local events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families Religious/faith focused Values-based investing

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Princeton, MN Rum River Drive S

900 Rum River Drive S, Suite 106

Princeton MN 55371

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

13 years of industry experience

Edward Jones

2013 - Present • 13 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Paul K

CFP®, Series 65

Zimmerman, MN

Longview Financial, Inc.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Jason J

Series 63, Series 65

Princeton, MN

Jason Janes Wealth Management, Inc.

Jason Janes is the founder and sole advisor of Jason Janes Wealth Management, Inc. in Princeton, MN. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Advanced Advisor Group, LLC and EFS INVESTMENTS, Inc. Outside of advisory work, he is involved in property rental. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and online estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, low-cost ETFs, and selected equities, with a long-term buy-and-hold approach.

Passive / index investing
user avatar

Joshua H

Series 65

Princeton, MN

Jason Janes Wealth Management, Inc.

Joshua Hrkal is a Series 65 licensed financial advisor with Jason Janes Wealth Management, Inc., based in Princeton, MN. He has two years of industry experience, including prior roles at Vanco Payment Solutions and the University of Utah. Jason Janes Wealth Management, Inc. provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, retirement planning, and estate-planning tools. The firm employs globally diversified asset-allocation models using mutual funds, ETFs, and select equities, with a long-term buy-and-hold approach tailored to client goals and risk tolerance.

Passive / index investing

Blake C

Series 66

St Francis, MN

Edward Jones

Blake Cheeley is a Series 66-licensed financial advisor with Edward Jones in St. Francis, MN, and has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Tracy C

Series 66

Princeton, MN

Edward Jones

Tracy Carlson is a Series 66-registered financial advisor with Edward Jones in Princeton, MN, with seven years of industry experience. Prior to joining Edward Jones in 2019, she spent 27 years at Benedictine Health System and was involved in direct sales with Rodan and Fields from 2017 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Steven C

Series 65, Series 63

Zimmerman, MN

OSAIC

Steven Cram is a financial advisor with OSAIC, holding Series 65 and Series 63 credentials and possessing 31 years of industry experience. His prior roles include positions at Securities America Advisors, Sii Investments, and First Choice Financial Resource Group, where he has worked for over two decades. Outside of his advisory work, he is involved in community service as a volunteer board member of Pilot Outreach Jail Ministry and serves as a site coordinator for Global Fingerprints, supporting child sponsorship programs. OSAIC Wealth, Inc. serves a diverse range of clients, including individual investors and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various tools and third-party partnerships to construct and manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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