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John E
Series 65
Seattle, WA
Ervin Investment Management
John Ervin is a financial advisor with Ervin Investment Management in Seattle, WA. He holds a Series 65 designation and has seven years of industry experience. Prior to his current role, he worked briefly at Reis Investment Management, Inc. Outside of finance, he has been an elementary school teacher at University Cooperative School since 2011, teaching science and social studies. He also serves as a successor trustee for a family trust, managing investment decisions alongside his siblings. Ervin Investment Management provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds. The firm employs a long-term, value-oriented investment approach combining fundamental equity analysis with low-cost index ETFs for diversification, managing approximately $270 million for around 98 clients.
Daniel E
Series 65
Seattle, WA
Ervin Investment Management
Daniel Ervin is a Series 65 licensed financial advisor with seven years of industry experience. He is a principal at Ervin Investment Management, where he has worked since 2019. Prior to founding the firm, he spent one year with Reis Investment Management. Outside of finance, he works as an Instructional Specialist for Highline Public Schools, focusing on teacher development and curriculum. Ervin Investment Management provides discretionary portfolio management and financial advice to individuals, families, trusts, charitable foundations, and small pension funds. The firm employs a long-term, value-oriented investment approach combining fundamental equity analysis with low-cost index ETFs, managing approximately $270 million across 98 clients.
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