Jeffrey Anderson
Jeffrey Anderson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bothell, WA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
18323 Bothell-Everett Hwy., Suite 330, Bothell, WA, 98012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is an owner and manager at Legacy Wealth Partners since 2021. He dedicates a few hours per week to this support company.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 states
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