Jeffrey Carvin Anderson

Current Employers

Employment History

• 01/1998 → Present
  Planning Concepts
  Logan, UT
• 06/2001 → Present
  World Financial Group
  Logan, UT
• 08/2008 → Present
  Health Insurance
  Logan, UT
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Logan, UT
• 04/2012 → 08/2017
  Farmhouse Property Rental
  Wellsville, UT
• 06/2022 → Present
  Lspn Pro, Llc
  Lindon, UT
• 08/2026 → Present
  Ams
  Baton Rouge, LA

Previous Registrations

• 2006-08-21 → 2012-01-06
  Investment Advisors International, Inc.
  Logan, UT
  Logan, UT
• 2006-06-12 → 2006-08-21
  Transamerica Financial Advisors, Llc
  Philadelphia, PA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors LSPN Pro, LLC /0622-Present/ Investment Related: No /100 N. State Street, Ste B, Lindon, UT 84042 / Independent Rep / Estate Planning Services / Hrs. Work Monthly: 5 / Sec Trading Hrs.: 1 / Client communications, Marketing, and referring potential clients. HEALTH INSURANCE / 0808-Present / Investment Related: No / Logan, UT/ Agent/ Health Insurance / Hrs Work Monthly: 5% / Sec Trading Hrs: 5%/ Sell Health Insurance Planning Concepts, Inc/ 0998-Present / Investment Related: No/ 1011 West 400 north #120 Logan UT 84321/ President /S-Corp / Hrs Work Monthly: NA / Sec Trading Hrs: NA / Manage and make decisions AMS POSITION: referring agent NATURE: Structured Settlement Annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2026 ADDRESS: 1700 City Farm Dr., Ste. B, Baton Rouge LA 70806, United States DESCRIPTION: No daily activity. Just working on one case right now for the next 2-3 weeks. 30-60 minutes per day during this time.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-08
• S63 Uniform Securities Agent State Law Examination
  1989-12-07