Jeffrey Anderson (CRD# 2005377) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Akron, OH and has over 24 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 6053832
Voya Financial Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Akron, OH | Aug 2023 - Current | < 1 |
Jpmorgan Chase Bank, N.a. | Akron, OH | Aug 2023 - Current | < 1 |
Williams Property Management | Akron, OH | Sep 1988 - Current | 35 |
Anderson Anderson Associates | Akron, OH | Nov 2011 - Jan 2024 | 12 |
Calton & Associates, Inc. | Akron, OH | Jul 2011 - Aug 2023 | 12 |
Canton City Schools | Akron, OH | Sep 2021 - Jun 2022 | < 1 |
Ma Mutual Life Ins Co | Akron, OH | Jun 2013 - Dec 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2023 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- OH
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Total Assets Under Management212,929MILLIONS
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Total Number of Accounts982,795ACCOUNTS
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Average Account Value$216,656
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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