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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Anderson is a financial advisor with over 20 years of experience in the industry. Jesse currently works with Raymond James Financial Services Advisors, Inc. Jesse has a strong background in investment management, financial planning, and retirement planning. Jesse is a Certified Financial Planner and holds Series 7, 31, and 63 licenses. Jesse's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Jesse is registered to provide investment advice in 33 states and the District of Columbia. Jesse specializes in working with high-net-worth individuals, families, and businesses. Jesse's goal is to help clients achieve their financial goals through personalized financial planning and investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
01/11/2024 - Present
Raymond James Financial Services Advisors, Inc. (Winter Park FL)
FL
01/07/2011 - 01/12/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE MARY FL)
FL
06/01/2009 - 01/21/2011
MORGAN STANLEY SMITH BARNEY (WINTER PARK FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WINTER PARK FL)
FL
05/18/2001 - 04/02/2007
MORGAN STANLEY DW INC. (WINTER PARK FL)
BC
Issued 08/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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