JA
JA

Jennifer Jill Anderson

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

55 West Street, Suite 201, Walpole, MA, 02081

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History

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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Other Business Activities

Jennifer is the VP of Business Development at Patriot Financial Group, dedicating about half of her time to investment advisory services. She also owns a house rental property and is a board member at Ashburnham Community Church, dedicating minimal time to each.

Employment History
Current Registrations
Bay Colony Advisors
October 2025 - Present · 4 mos
Previous Registrations
Cetera Financial Specialists LLCBroker
December 2022 - December 2023 · 1 yr
Securities America, INC.Broker
September 2018 - December 2022 · 4 yrs 3 mos
The Patriot Financial Group, LLC
February 2018 - July 2025 · 7 yrs 5 mos
Integrated Wealth Concepts LLC
October 2016 - January 2018 · 1 yr 3 mos
LPL Financial LLCBroker
October 2016 - July 2018 · 1 yr 9 mos
Lincoln Financial Advisors Corporation
April 2006 - October 2016 · 10 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
August 2004 - October 2016 · 12 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
August 2004 - May 2006 · 1 yr 9 mos
New England SecuritiesBroker
November 2003 - July 2004 · 8 mos
State Registrations2 states
FLMA
Advisor
Exams
No exam information available for this advisor.