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Jason Anderson

Investment Research CORP
15 Years of Experience
Raleigh, NC
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jason Anderson is a registered investment advisor at Investment Research CORP, based in Raleigh, NC, with 15 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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 166 clients with $76M in assets under management.

Investment Research CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
166 clients
Average Client Portfolio
$460K average
Assets Under Management
$76.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Clients can choose a $3,000 flat fee or a percentage-based fee of 0.5%, 1.0%, 1.5%, or another mutually agreed rate up to a maximum of 2.0% of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Raleigh, NC

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History

Regulatory History (1)
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Regulatory
June 2013
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jason works as a tax analyst for the U.S. Department of the Treasury, dedicating full-time hours to this role. He is also an insurance agent (life and health) and sole proprietor under Anderson Investment Services, and an investment advisor representative, spending a few hours per week on each of these activities.

Employment History
Current Registrations
Investment Research CORP
January 2022 - Present · 4 yrs 9 mos
World Capital Brokerage, INC.
September 2021 - Present · 5 yrs 1 mo
World Capital Brokerage, INC.Broker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
World Capital Brokerage, INC.Broker
May 2019 - September 2019 · 4 mos
Next Financial Group, INC.
August 2007 - June 2017 · 9 yrs 10 mos
Next Financial Group, INC.Broker
April 2007 - June 2017 · 10 yrs 2 mos
State Registrations5 states
NCNYOHSCTX
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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