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Jacob Steven Anderson

Stevens Capital Partners

Omaha, NE

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Current Employers
Stevens Capital Partners

15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APP_PEND_IARCE 2026-01-01
  • NE RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Scottsbluff NE 01/2013 01/2020
Carson Group Omaha NE 02/2020 08/2024
Cmw, Llc Omaha NE 07/2023 08/2024
Stevens Capital Partners Omaha NE 09/2024 Present
  • 01/2013 → 01/2020
    Student
    Scottsbluff, NE
  • 02/2020 → 08/2024
    Carson Group
    Omaha, NE
  • 07/2023 → 08/2024
    Cmw, Llc
    Omaha, NE
  • 09/2024 → Present
    Stevens Capital Partners
    Omaha, NE
Previous Registrations
  • 2023-07-20 → 2024-08-19
    Cwm, Llc
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-22
  • S65 Uniform Investment Adviser Law Examination
    2022-07-22
Designations

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
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