Jon AndersonCRD Number: 5048230
Current Firm: J.p. Morgan Securities LLC
Jon Anderson (CRD# 5048230) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Spokane, WA and has over 14 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Interfund Management Services, Inc.
Td Ameritrade, Inc.
|J. P. Morgan Chase, Bank, N.a.||Spokane, WA||Nov 2018 - Current||3|
|J.p. Morgan Securities, LLC||Spokane, WA||Oct 2013 - Current||8|
|Jpmorgan Chase Bank, N.a.||Spokane, WA||Jan 2018 - Oct 2018||< 1|
|Valley Life Community Church||Meridian, ID||Sep 2013 - Nov 2013||< 1|
|J.p. Morgan Securities LLC||Garden City, ID||Oct 2012 - Oct 2013||1|
|Chase Investment Services Corp||Garden City, ID||Dec 2011 - Oct 2012||< 1|
|Jpmorgan Chase Bank||Garden City, ID||Dec 2011 - Oct 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2007|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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