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Erik M
Series 63, Series 65
Miami, FL
Dakota Asset Management, LLC
Erik Moquist is a financial advisor at Dakota Asset Management, LLC with 27 years of industry experience. He has held his current role at Dakota since 2016 and holds Series 63 and Series 65 designations. Dakota Asset Management provides discretionary investment management and portfolio supervision to a select client base, including individuals, pension and profit-sharing plans, and institutional investors. The firm combines fundamental and technical analysis to create tailored portfolios and manages accounts on a discretionary basis with quarterly reviews and ongoing reporting.
Jared J
CFA®, Series 65
Miami, FL
Dakota Asset Management, LLC
Jared Johnson is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has been with Dakota Asset Management, LLC since 2021 and previously worked at S.G. Capital Management, LLC for 14 years. Dakota Asset Management, LLC is a small, state-registered investment adviser managing approximately $28.7 million for a limited client base, including individuals, pension and profit-sharing plans, and institutional investors. The firm provides discretionary, tailored portfolio management using fundamental and technical analysis, and it also serves as a sub-adviser to a private fund and manages a long/short equity euro note.
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