Financial Advisor
Current
Feb 2019 - Present
AeroLeads people directory · profile
Eric Brelsford Email & Phone Number
Financial Advisor at Comprehensive Advisor
at
Comprehensive Advisor
1 work email found
@comprehensiveadvisor.com
2 phones found area 760
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at Comprehensive Advisor
Location
Carlsbad, California, United States
Company size
Who is Eric Brelsford? Overview
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Quick answer
Eric Brelsford is listed as Financial Advisor at Comprehensive Advisor at Comprehensive Advisor, a company with 6 employees, based in Carlsbad, California, United States. AeroLeads shows a work email signal at comprehensiveadvisor.com, phone signal with area code 760, and a matched LinkedIn profile for Eric Brelsford.
Eric Brelsford previously worked as Financial Advisor at Comprehensive Advisor and Private Client Banker at Jp Morgan Chase Bank, N.A. Eric Brelsford holds Certified Financial Planner from Bryant University.
Company email context
Email format at Comprehensive Advisor
This section adds company-level context without repeating Eric Brelsford's masked contact details.
{first}@comprehensiveadvisor.com
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AeroLeads found 1 current-domain work email signal for Eric Brelsford. Compare company email patterns before reaching out.
Profile bio
About Eric Brelsford
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Comprehensive Advisor, LLC are not affiliated companies. C.A. Financial & Insurance Services, CA Ins. Lic. #6000262.
Listed skills include Investments, Financial Planning, Insurance, and Finance.
Current workplace
Eric Brelsford's current company
Company context helps verify the profile and gives searchers a useful next step.
Comprehensive Advisor
8 roles
Eric Brelsford work experience
A career timeline built from the work history available for this profile.
Private Client Banker
Jp Morgan Chase Bank, N.A
Oct 2017 - Jan 2019
Relationship Banker
Jp Morgan Chase Bank, N.A
Jul 2017 - Oct 2017
Investment Advisor Representative
Apr 2015 - Oct 2017
Investment Advisor Representative/Crtp
Individual and corporate tax returns. Tax planning and Financial Planning.
Oct 2016 - Jul 2017
Covered Ca Certified Health Insurance Agent
San Diego Tax And Financial Associates
Providing clients with the advice they need to receive proper health insurance coverage through the exchange.
Oct 2016 - Jul 2017
Life Insurance Producer
Providing life insurance for those who need it. As an independent agent I carefully select the right plan and provider for my valued clients.
Dec 2014 - Jul 2017
Financial Planner
Securities offered through SagePoint Financial, Inc.-Member FINRA.SIPC. Fixed and traditional insurance services offered through ICM. CA Insurance License #0K01936. Mortgage services offered through ICM Lending. Entities listed are not affiliated with SagePoint Financial, Inc.
Feb 2015 - Jan 2016
Team & coworkers
Colleagues at Comprehensive Advisor
Other employees you can reach at comprehensiveadvisor.com. View company contacts for 6 employees →
MZ
Melinda Zermeno
Colleague at Comprehensive Advisor
Vista, California, United States, United States
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HM
Hector Monroy
Colleague at Comprehensive Advisor
Carlsbad, California, United States, United States
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JM
John Mckean, Cfp®
Colleague at Comprehensive Advisor
Carlsbad, California, United States, United States
View →
CC
Christopher Caudle
Colleague at Comprehensive Advisor
Carlsbad, California, United States, United States
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SA
Serena Akinaga
Colleague at Comprehensive Advisor
San Diego County, California, United States, United States
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Melinda Zermeno
Colleague at Comprehensive Advisor
Vista, California, United States, United States
View →
HM
Hector Monroy
Colleague at Comprehensive Advisor
Carlsbad, California, United States, United States
View →
JM
John Mckean, Cfp®
Colleague at Comprehensive Advisor
Carlsbad, California, United States, United States
View →
CC
Christopher Caudle
Colleague at Comprehensive Advisor
Carlsbad, California, United States, United States
View →
SA
Serena Akinaga
Colleague at Comprehensive Advisor
San Diego County, California, United States, United States
View →
2 education records
Eric Brelsford education
Certified Financial Planner
Bachelor Of Music, Music Performance, General
FAQ
Frequently asked questions about Eric Brelsford
Quick answers generated from the profile data available on this page.
What company does Eric Brelsford work for?
Eric Brelsford works for Comprehensive Advisor.
What is Eric Brelsford's role at Comprehensive Advisor?
Eric Brelsford is listed as Financial Advisor at Comprehensive Advisor at Comprehensive Advisor.
What is Eric Brelsford's email address?
AeroLeads has found 1 work email signal at @comprehensiveadvisor.com for Eric Brelsford at Comprehensive Advisor.
What is Eric Brelsford's phone number?
AeroLeads has found 2 phone signal(s) with area code 760 for Eric Brelsford at Comprehensive Advisor.
Where is Eric Brelsford based?
Eric Brelsford is based in Carlsbad, California, United States while working with Comprehensive Advisor.
What companies has Eric Brelsford worked for?
Eric Brelsford has worked for Comprehensive Advisor, Jp Morgan Chase Bank, N.A, Sagepoint Financial, San Diego Tax And Financial Associates, and Independent Capital Management.
Who are Eric Brelsford's colleagues at Comprehensive Advisor?
Eric Brelsford's colleagues at Comprehensive Advisor include Melinda Zermeno, Hector Monroy, John Mckean, Cfp®, Christopher Caudle, and Serena Akinaga.
How can I contact Eric Brelsford?
You can use AeroLeads to view verified contact signals for Eric Brelsford at Comprehensive Advisor, including work email, phone, and LinkedIn data when available.
What schools did Eric Brelsford attend?
Eric Brelsford holds Certified Financial Planner from Bryant University.
What skills is Eric Brelsford known for?
Eric Brelsford is listed with skills including Investments, Financial Planning, Insurance, and Finance.
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