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Jennifer Davis Anderson

Covenant Partners, LLC

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About Jennifer Davis Anderson

Jennifer Davis Anderson is a financial advisor in Nashville, TN. Jennifer has been working in the financial services industry for over 10 years. Jennifer holds the Series 65 license and is a Certified Financial Planner. Jennifer has experience working with high-net-worth individuals and charitable organizations. She is currently registered with the state of Tennessee. Jennifer works at Covenant Partners, LLC which has approximately $944 million in assets under management. Covenant Partners, LLC provides financial planning, portfolio management for individuals, and other advisory services including Fiscal Counsel.

Firm Information

Jennifer Anderson is currently registered with Covenant Partners, LLC. Covenant Partners, LLC is an investment advisor based in Nashville, TN. The firm provides financial planning and portfolio management services for individuals and charitable organizations. As of the most recent reporting, the firm manages approximately $944 million in assets.
Covenant Partners, LLC

3811 BEDFORD AVENUE

NASHVILLE, TN 37215

$944.03M

Assets Under Management

4

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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fiscal counsel

Fiscal counsel

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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Jennifer Anderson’s Registration & Firm History

TN

10/28/2022 - Present

Covenant Partners, LLC (NASHVILLE TN)

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Licenses & Designations

IA

Issued 10/27/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Davis Anderson.
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