Jonathan AndersonCRD Number: 6306599
Current Firm: Wells Fargo Advisors, LLC
Jonathan Anderson (CRD# 6306599) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Murrells Inlet, SC and has over 2 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Berry Financial Securities, LLC
H.d. Vest Advisory Services, Inc.
|Wells Fargo Advisors, LLC||Murrells Inlet, SC||Feb 2014 - Current||3|
|Wells Fargo Bank Na||Murrells Inlet, SC||Sep 2011 - Current||5|
|Chapin Company||Myrtle Beach, SC||Jun 2002 - Sep 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2014|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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