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Jennifer Anderson

13 Years of Experience
Belton, TX
Broker

Jennifer Anderson is a registered investment advisor, based in Belton, TX, with 13 years of industry experience.

Location

204 N Penelope St, Ste A, Belton, TX, 76513

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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 owns rental real estate property and spends minimal time on rent collection, property repairs, and maintenance. She also works as an associate/employee at Oak Crest Advisors, dedicating about half of her time to supervision and compliance.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2025 - Present · 1 yr 3 mos
Raymond James Financial Services Advisors, INC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
PNC Investments
November 2021 - February 2025 · 3 yrs 3 mos
PNC InvestmentsBroker
November 2021 - February 2025 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - November 2021 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - November 2021 · 6 yrs
AXA Advisors, LLC
January 2013 - November 2015 · 2 yrs 10 mos
AXA Advisors, LLCBroker
August 2012 - November 2015 · 3 yrs 3 mos
State Registrations49 states
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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.
Jennifer Anderson - Financial Advisor | TrueAdvisor