Jessica Anderson
Jessica Anderson is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Rutland, VT, with 39 years of industry experience. Jessica is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
67 Merchants Row, Suite 102, Rutland, VT, 05701
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Customer Dispute
October 2003Other Business Activities
Jessica is on the Board of Directors for the Housing Trust of Rutland County, assisting with affordable housing initiatives. She is also a partner in Anderson LLC, a vacation rental company, but has no duties related to that role.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- John HamiltonUBS Financial Services INC.
- Zerihune Finn, CFPEdward Jones
- Walter Lother, ChFCEdward Jones
- Timothy O'connor, CFPCommonwealth Financial Network
- Katherine Brady, CFPCommonwealth Financial Network