Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon William Anderson is a financial advisor with LPL Financial LLC. Jon has been in the industry since 2007 and has extensive experience in the financial services industry, including previous roles with J.P. Morgan Securities LLC, Chase Investment Services Corp., Nations Financial Group, Inc., American Independent Securities Group, LLC, and Northwestern Mutual Investment Services, LLC. Jon holds a number of professional licenses and designations, including Series 6, 7, 22, 62, 63, 65, and 66. Jon specializes in providing a variety of financial services to individual clients, including financial planning, investment management, retirement planning, and insurance.
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.
Consulting and other non-discretionary advisory services
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.
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2
WA
04/15/2024 - Present
LPL Financial LLC (SPOKANE WA)
WA
10/01/2012 - 04/13/2024
J.P. MORGAN SECURITIES LLC (SPOKANE WA)
ID
01/31/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GARDEN CITY ID)
ID
08/16/2011 - 12/01/2011
NATIONS FINANCIAL GROUP, INC. (EAGLE ID)
ID
06/06/2007 - 08/16/2011
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (EAGLE ID)
ID
12/14/2006 - 06/07/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOISE ID)
BOTH
Issued 12/30/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/09/2010
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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