Jeffrey Anderson
Jeffrey Anderson is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Johnson City, TN, with 35 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
1319 Sunset Drive, Suite 201, Johnson City, TN, 37604
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2021Customer Dispute
February 2007Customer Dispute
April 2006Other Business Activities
Jeffrey is involved with the University of Tennessee Washington County Alumni Chapter Board, the East Tennessee State University College of Business and Technology Dean's Executive Council, and the Southern Appalachian Ronald McDonald House Charities. These activities involve alumni relations, advising ETSU, and serving on the advisory board for the Ronald McDonald House, respectively.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, INC.Broker
J.C. Bradford & CO.Broker
Ameristar Capital Markets, INC.Broker
J.C. Bradford & CO.Broker
State Registrations19 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.