Christopher D Anderson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 06/2020
  Edward Jones
  San Jose, CA
• 06/2020 → 07/2021
  Waddell & Reed, Inc.
  Campbell, CA
• 05/2005 → 07/2021
  Christopher Anderson
  Peoria, IL
• 07/2021 → 05/2022
  Lpl Financial Llc
  Campbell, CA
• 05/2022 → 03/2023
  J. P. Morgan Securities Llc
  Plano, TX
• 05/2022 → 03/2023
  Jpmorgan Chase Bank N. A.
  Plano, TX
• 03/2023 → 01/2024
  Extended Time Off
  Plano, TX
• 03/2023 → 01/2024
  Unemployed
  Plano, TX
• 01/2024 → 11/2024
  First Horizon Advisors
  Dallas, TX
• 11/2024 → Present
  Southside Bank
  Fort Worth, TX
• 11/2024 → Present
  Southside Investment Services
  Fort Worth, TX
• 11/2024 → Present
  Raymond James Financial Services, Inc.
  Fort Worth, TX
• 11/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Fort Worth, TX
• 11/2024 → Present
  Not Provided
  Fort Worth, TX

Previous Registrations

• 2024-01-19 → 2024-11-12
  First Horizon Advisors, Inc.
  Dallas, TX
  Plano, TX
  Lafayette, LA
  Dallas, TX
• 2022-06-10 → 2023-03-16
  J.P. Morgan Securities Llc
  Plano, TX
  Plano, TX
  Plano, TX
  Plano, TX
• 2021-07-21 → 2022-05-31
  Lpl Financial Llc
  Campbell, CA
  Seattle, WA
  Campbell, CA
• 2020-06-29 → 2021-07-21
  Waddell & Reed
  Campbell, CA
  Seattle, WA
• 2016-05-27 → 2020-06-30
  Edward Jones
  Sunnyvale, CA
• 2005-11-09 → 2016-05-20
  Cuna Brokerage Services, Inc.
  Peoria, IL
  San Jose, CA
  Peoria, IL

Other Businesses

(1)Name of Business: Address: 1320 S University Dr Ste 116, Fort Worth, TX, 76107-5776, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 11/18/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Program Manager and OSJ for Raymond James program (2)Name of Business: Southside Bank Address: 1320 S University Dr Ste 116, Fort Worth, TX, 76107-5776, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President Investment Related: Yes Start Date: 11/18/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Program Manager/OSJ for Raymond James program

Exams

• S66 Uniform Combined State Law Examination
  2005-11-08
• S63 Uniform Securities Agent State Law Examination
  2002-10-10

Other Names

• Chris David Anderson
• Christopher David Anderson
• Christopher D Anderson