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Jason Nathaniel Anderson

Intellicents Investment Solutions Inc.

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About Jason Nathaniel Anderson

Jason Anderson is a financial professional with over 6 years of experience in the financial services industry. Jason has a Series 66, Series 7TO, and SIE license, and is a Certified Financial Planner. Jason is currently registered with Intellicents Investment Solutions Inc. in Kansas, where Jason has been working since June 2024. Previously, Jason was affiliated with COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC from November 2019 to January 2020. Jason's areas of expertise include financial planning, portfolio management, and educational seminars.

Firm Information

Jason Anderson is currently registered with Intellicents Investment Solutions Inc.. Intellicents Investment Solutions Inc. is an investment advisor headquartered in Albert Lea, MN. They provide financial planning, pension consulting, and portfolio management for individuals, businesses, and pension plans. The firm manages over $6 billion in assets, serving a diverse client base of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Intellicents Investment Solutions Inc.

100 NORTH BROADWAY

ALBERT LEA, MN 56007

$6.01B

Assets Under Management

368

Total Clients

49

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jason Anderson’s Registration & Firm History

KS

06/20/2024 - Present

Intellicents Investment Solutions Inc. (Lawrence KS)

KS

11/14/2019 - 01/02/2020

COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC (LENEXA KS)

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Licenses & Designations

BOTH

Issued 11/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Nathaniel Anderson.
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