Jeffrey Hagen 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

• 04/2010 → 11/2016
  Wells Fargo Advisors Llc
  Edmonds, WA
• 11/2016 → 05/2021
  Wells Fargo Clearing Services, Llc
  Edmonds, WA
• 05/2021 → Present
  Raymond James Financial Services, Inc.
  Bothell, WA
• 05/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Bothell, WA
• 05/2021 → Present
  Legacy Wealth Partners
  Bothell, WA

Previous Registrations

• 2010-04-23 → 2021-05-11
  Wells Fargo Clearing Services, Llc
  Lynnwood, WA
• 2000-10-20 → 2010-05-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Everett, WA
  Everett, WA

Other Businesses

(1)Name of Business: Legacy Wealth Parnters Address: 18323 Bothell Everett Hwy Ste 330, Bothell, WA, 98012, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/06/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Manager

Exams

• S66 Uniform Combined State Law Examination
  2000-06-09