JA
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Jeremy Anderson

10 Years of Experience
Sioux Falls, SD
Broker

Jeremy Anderson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sioux Falls, SD, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

101 N. Main Avenue, Suite 201, Sioux Falls, SD, 57104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeremy works as a bank associate at First Dakota National Bank, assisting clients with financial planning and investments, dedicating about 10-20% of his time. He also works as an associate/employee at Loft Advisors, focusing on financial advising, which takes nearly full-time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2018 - Present · 7 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2015 - January 2018 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
June 2015 - January 2018 · 2 yrs 7 mos
State Registrations5 states
AZIAIDMNSD
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.