Jesse Anderson is a CFP-designated registered investment advisor, based in Lake Mary, FL, with 24 years of industry experience.
Location
766 N Sun Drive, #2090, Lake Mary, FL, 32746
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jesse is the president of AMGWM LLC and Anderson AMG LLC, both support companies through which he runs his practice. He dedicates a few hours per week to each business.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Raymond James Financial Services Advisors, INC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - January 2024 · 13 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2011 - January 2024 · 13 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
May 2001 - April 2007 · 5 yrs 11 mos
Morgan Stanley Dw INC.Broker
May 2001 - April 2007 · 5 yrs 11 mos
State Registrations35 states
ALARAZCACOCTDCFLGAILINKSKYMDMIMNMONCNHNJNMNYOHORPAPRRISCSDTNTXVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.