Jonathon Caleb Anderson

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2016 → 03/2020
  Ameriprise Financial Services, Inc.
  Alpharetta, GA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Alpharetta, GA

Previous Registrations

• 2013-12-09 → 2016-02-10
  Invest Financial Corporation
  Atlanta, GA
• 2013-12-10 → 2016-02-08
  Financial Network Associates, Inc.
  Atlanta, GA
• 2010-01-26 → 2013-12-11
  Mml Investors Services, Llc
  Atlanta, GA

Other Businesses

Independent Insurance Brokering; North American Company; 01/01/2012; Disability Income / MassMutual; 10/01/2009; / National Western Life; 09/08/2023; Fixed Annuity / North American; 09/06/2023; Fixed Annuity / Midland National; 08/28/2023; Universal Life, Term Life, Whole Life, Fixed Annuity. Other Business Activities; MassMutual; I receive vested commission renewals from my previous experience as a direct agent with MassMutual.; Springfield, MA, ,; Not Investment-Related; 08/01/2009; 0 hours per month; 0 during trading hours / AA LaRocco & Associates, Inc; I refer group and individual health insurance opportunities to AA LaRocco & Associates when my clients and prospects need those products. I receive an ongoing finder's fee as long as they continue their relationship with AA LaRocco & Associates.; Norcross, GA, ,; Not Investment-Related; 01/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-23

Designations

• Certified Financial Planner

Other Names

• Cal Anderson
• J Cal Anderson