Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Anderson has been a registered advisor since 1990, with experience in various financial firms, including Calton & Associates, Inc. and Regal Securities, Inc. His expertise in financial planning and portfolio management spans decades, serving individuals, businesses, and pension plans. Currently, Jeffrey is associated with J.P. Morgan Securities LLC, providing financial advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
09/21/2023 - Present
J.p. Morgan Securities LLC (AKRON OH)
OH
07/15/2011 - 09/20/2023
CALTON & ASSOCIATES, INC. (AKRON OH)
IL
01/02/2009 - 08/10/2011
REGAL SECURITIES, INC. (GLENVIEW IL)
OH
10/15/2008 - 11/26/2008
SYNERGY INVESTMENT GROUP, LLC (AKRON OH)
OH
11/20/2002 - 02/07/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (AKRON OH)
MN
03/10/1998 - 11/14/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CT
11/05/1996 - 01/12/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
FL
02/11/1992 - 12/31/1994
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
TX
05/15/1990 - 02/19/1992
KAVANAUGH SECURITIES, INC. (DALLAS TX)
IN
03/06/1990 - 05/25/1990
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/06/1990 - 05/25/1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 09/20/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Anderson is the right advisor for you? Invested Better is here to help.
