Jeremy Merrill 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

• 05/2015 → 01/2018
  Raymond James Financial Services, Inc
  Sioux Falls, SD
• 08/2015 → 01/2018
  Raymond James Financial Services Advisors Inc.
  Sioux Falls, SD
• 10/2018 → Present
  Raymond James Financial Services, Inc
  Sioux Falls, SD
• 10/2018 → Present
  Raymond James Financial Services Advisors Inc
  Sioux Falls, SD
• 02/2018 → 10/2018
  Raymond James Financial Services, Inc
  Sioux Falls, SD
• 07/2019 → Present
  First Dakota National Bank
  Sioux Falls, SD
• 01/2017 → Present
  Loft Advisors
  Sioux Falls, SD

Previous Registrations

• 2015-08-25 → 2018-01-16
  Raymond James Financial Services Advisors, Inc
  Sioux Falls, SD
  Sioux Falls, SD
  Sioux Falls, SD

Other Businesses

(1)Name of Business: Loft Advisors Address: 101 N Main Ave Ste 201, Sioux Falls, SD, 57104, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/17/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advising

Exams

• S66 Uniform Combined State Law Examination
  2015-08-20

Other Names

• Jeromy Merrill Anderson