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Jeffrey Bruce Anderson

Alera Investment Advisors, LLC

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About Jeffrey Bruce Anderson

Jeffrey Bruce Anderson is an investment advisor representative at Alera Investment Advisors, LLC and has been in the industry since 2016. Jeffrey is a registered investment advisor in Arizona. Jeffrey has a Series 65 license and is also licensed to provide investment advisory services in Arizona. Jeffrey has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. Alera Investment Advisors, LLC provides investment advisory services such as financial planning, pension consulting, and educational seminars. Jeffrey's clients can expect personalized investment advice and guidance from a trusted advisor.

Firm Information

Jeffrey Anderson is currently registered with Alera Investment Advisors, LLC. Alera Investment Advisors, LLC is an investment advisory firm headquartered in Deerfield, IL. They advise individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other businesses. They offer a range of services including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. They manage approximately $2.73 billion in assets.
Alera Investment Advisors, LLC

THREE PARKWAY NORTH

DEERFIELD, IL 60015-2567

$2.73B

Assets Under Management

Not reported

Total Clients

45

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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Jeffrey Anderson’s Registration & Firm History

IL

11/07/2024 - Present

Alera Investment Advisors, LLC (DEERFIELD IL)

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Licenses & Designations

IA

Issued 10/03/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Bruce Anderson.
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