Jeffrey Anderson (CRD# 2003860) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Logan, UT and has over 34 years of experience in the finance industry.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lspn Pro, LLC | Lindon, UT | Jun 2022 - Current | 1 |
| Transamerica Financial Advisors, Inc. | Logan, UT | Jan 2012 - Current | 12 |
| Health Insurance | Logan, UT | Aug 2008 - Current | 15 |
| World Financial Group | Logan, UT | Jun 2001 - Current | 22 |
| Planning Concepts | Logan, UT | Jan 1998 - Current | 26 |
| Farmhouse Property Rental | Wellsville, UT | Apr 2012 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1989 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- ID
- TX
- UT
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, MA, 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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