Brent Anderson (CRD# 6596233) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vernon Hills, IL and has over 8 years of experience in the finance industry.
CRD# 5648094
Highpoint Planning Partners
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities LLC | Deerfield, IL | Dec 2015 - Current | 8 |
| Jp Morgan Chase Bank | Deerfield, IL | Dec 2015 - Current | 8 |
| Wm. Schwartz & Co | Libertyville, IL | Aug 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- IL
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- 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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