Ryan Jacob Anderson

Employer firm

Crewe Advisors CRD 173920

$3.05B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2015 → 07/2017
  The Church Of Jesus Christ Of Latter-Day Saints
  Manchester
• 07/2017 → 08/2017
  Blue Moose Sweet Shoppe
  Bountiful, UT
• 09/2017 → 05/2019
  Eccles Tennis Center
  Salt Lake City, UT
• 05/2019 → 08/2019
  Hawx Services
  Ogden, UT
• 08/2019 → 05/2020
  Rockworth Companies
  Holladay, UT
• 05/2020 → 11/2022
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 02/2018 → 06/2018
  Sportsmed Physical Therapy
  Bountiful, UT
• 11/2022 → 03/2024
  Rock House Financial
  Farmington, UT
• 03/2024 → Present
  Crewe Advisors
  Salt Lake City, UT

Previous Registrations

• 2023-03-13 → 2024-04-17
  Rock House Financial
  Farmington, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-11
• S63 Uniform Securities Agent State Law Examination
  2020-08-03

Designations

• Certified Financial Planner

Other Names

• Ryan Jacob Anderson
• Ryan Anderson