Jesse Robert Anderson

Current Employers

Employment History

• 01/2011 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Heathrow, FL
• 04/2011 → 01/2024
  Bank Of America, N.A.
  Heathrow, FL
• 01/2024 → Present
  Raymond James Financial Services, Inc.
  Lake Mary, FL
• 01/2024 → Present
  Raymond James Financial Services Advisors, Inc,
  Lake Mary, FL
• 01/2024 → 01/2024
  Anderson Mckelvey Group
  Winter Park, FL
• 01/2024 → Present
  Anderson Amg Llc
  Lake Mary, FL
• 01/2024 → Present
  Amgwm Llc
  Lake Mary, FL

Previous Registrations

• 2011-01-07 → 2024-01-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Mary, FL
• 2009-06-01 → 2011-01-21
  Morgan Stanley
  Winter Park, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Winter Park, FL
• 2001-05-21 → 2007-04-02
  Morgan Stanley Dw Inc.
  Winter Park, FL
  Winter Park, FL

Other Businesses

(1)Name of Business: AMGWM LLC Address: 766 N Sun Dr. Suite 2090, Lake Mary, FL, 32746, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/11/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: support company thru which we run our business (2)Name of Business: Anderson AMG LLC Address: 766 N Sun Dr. Suite 2090, Lake Mary, FL, 32746, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/11/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The business entity thru which I run my practice (3)Name of Business: Mom 3472 LLC Address: 1786 Oakbrook Dr, Longwood, FL, 32779, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/11/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I & my wife own 50% of LLC with my brother-in-law owning the other 50%. The LLC purchased a home which we are allowing my mother-in-law to live in. It does not generate income and the LLC is for asset protection purposes.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-08-23
• S66 Uniform Combined State Law Examination
  2001-05-29

Designations

Other Names

• Jesse Robert Anderson
• Jesse Anderson