Jeffrey Anderson
CRD Number: 2139689Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jeffrey Anderson (CRD# 2139689) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenville, SC and has over 23 years of experience in the finance industry.
CRD# 4689658
Dinergy
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Greenville, SC | Jan 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville, SC | Dec 2022 - Current | < 1 |
| Lpl Financial LLC | Fayetteville, NC | May 2022 - Dec 2022 | < 1 |
| Cuna Mutual Group | Waverly, IA | Jun 2019 - Dec 2022 | 3 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jun 2019 - Dec 2022 | 3 |
| Unemployed | Mebane, NC | Feb 2019 - Jun 2019 | < 1 |
| Bank Of America, N.a. | Chapel Hill, NC | Oct 2015 - Feb 2019 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Chapel Hill, NC | Oct 2015 - Feb 2019 | 3 |
| Palmetto Coast Wealth Management | Charleston, SC | Jul 2015 - Oct 2015 | < 1 |
| Atlantic Coast Advisory Group | Mount Pleasant, SC | Nov 2012 - Oct 2015 | 2 |
| Jeffrey O. Anderson | Goose Creek, SC | Nov 1999 - Oct 2015 | 15 |
| Accordia Life | Des Moines, IA | Nov 2012 - May 2015 | 2 |
| Transamerica Financial Advisors, Inc. | Mount Pleasant, SC | Jan 2014 - Dec 2014 | < 1 |
| Ing Financial Partners, Inc. | Mt. Pleasant, SC | May 2013 - Dec 2013 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
- TX
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Total Assets Under Management1,283,838MILLIONS
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Total Number of Accounts2,825,602ACCOUNTS
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Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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