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Jacob Duncan Anderson

World Equity Group, Inc.

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About Jacob Duncan Anderson

Jacob Anderson is a financial advisor with World Equity Group, Inc. based in Bozeman, MT. Jacob is registered in Minnesota, North Dakota, South Dakota, and Wisconsin. Jacob has been in the industry since November 22, 2014, and specializes in investments, insurance, and financial planning.

Firm Information

Jacob Anderson is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Anderson’s Registration & Firm History

MT

01/02/2024 - Present

World Equity Group, Inc. (Bozeman MT)

CO

03/25/2022 - 12/31/2023

THE LEADERS GROUP, INC. (LITTLETON CO)

AL

08/20/2018 - 06/01/2021

PROEQUITIES, INC. (BIRMINGHAM AL)

MN

06/15/2013 - 01/02/2018

ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)

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Licenses & Designations

BC

Issued 10/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Duncan Anderson.
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