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Jason Anderson

Momentum Independent Network INC.
26 Years of Experience
Sioux City, IA
1 DisclosureBroker
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Jason Anderson is a registered investment advisor at Momentum Independent Network INC., based in Sioux City, IA, with 26 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.

Momentum Independent Network INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
2,879 clients
Average Client Portfolio
$559K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

302 Jones St, Ste 340, Sioux City, IA, 51101

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jason owns JVB LLC, an investment-related entity through which his compensation from Momentum Independent Network Inc. flows, dedicating a few hours per week. He is also an assistant softball coach and president of a non-profit youth softball association, spending a few hours per week on these activities.

Employment History
Current Registrations
Momentum Independent Network INC.
November 2012 - Present · 13 yrs 11 mos
Momentum Independent Network INC.Broker
October 2010 - Present · 16 yrs
Previous Registrations
Fsb Warner Financial, INC.Broker
October 2004 - October 2010 · 6 yrs
Fsb Warner Financial, INC
October 2004 - October 2010 · 6 yrs
Piper Jaffray & CO.
April 2001 - September 2004 · 3 yrs 5 mos
Piper Jaffray & CO.Broker
January 2001 - September 2004 · 3 yrs 8 mos
H&r Block Financial Advisors, INC.Broker
July 2000 - February 2001 · 7 mos
State Registrations10 states
COIAILKSMNMONEOKSDTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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