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Jeremy P Anderson

THE Wealth Consulting Group

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About Jeremy P Anderson

Jeremy Anderson is a registered investment advisor representative with The Wealth Consulting Group. Jeremy has been in the industry for more than ten years, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeremy is licensed in Nevada and Texas. He holds Series 65, 66, 7, and SIE licenses. Jeremy specializes in working with high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Jeremy Anderson is currently registered with THE Wealth Consulting Group. THE Wealth Consulting Group is a Las Vegas-based financial advisory firm with over $5 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. They also offer a wrap fee program.
THE Wealth Consulting Group

8925 WEST POST ROAD

LAS VEGAS, NV 89148

$5.19B

Assets Under Management

742

Total Clients

115

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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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.

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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Jeremy Anderson’s Registration & Firm History

NV

05/18/2021 - Present

THE Wealth Consulting Group (LAS VEGAS NV)

NV

12/24/2010 - 07/27/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 03/25/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/12/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeremy P Anderson. Review regulatory record here.
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