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Jeffrey Jay Anderson

Frost Brokerage Services, Inc.

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About Jeffrey Jay Anderson

Jeffrey Anderson has been in the financial services industry since August 26, 2008. Jeffrey currently works for Frost Brokerage Services, Inc. and is registered with FINRA and the state of Texas. Jeffrey is licensed to sell securities and offers financial advisory services. Prior to joining Frost Brokerage Services, Inc., Jeffrey was employed by USAA Investment Services Company, USAA Financial Advisors, Inc., LINSCO/PRIVATE LEDGER CORP., and UVEST FINANCIAL SERVICES GROUP, INC.

Firm Information

Jeffrey Anderson is currently registered with Frost Brokerage Services, Inc.. Frost Brokerage Services, Inc. is a corporation formed in March 1986. The firm is registered with the SEC and in 48 states.

Not reported

Assets Under Management

Not reported

Total Clients

33

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.

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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Jeffrey Anderson’s Registration & Firm History

TX

09/14/2023 - Present

Frost Brokerage Services, Inc. (SAN ANTONIO TX)

TX

06/08/2007 - 07/21/2020

USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)

TX

09/25/2007 - 10/13/2009

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

02/09/2007 - 06/11/2007

LINSCO/PRIVATE LEDGER CORP. (HOUSTON TX)

TX

07/04/2005 - 03/02/2007

UVEST FINANCIAL SERVICES GROUP, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 07/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/10/2023

Series 24 - General Securities Principal Examination

BC

Issued 09/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/10/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Jay Anderson.
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