Jeffrey D Anthony

Current Employers

Employment History

• 01/2014 → 05/2019
  Jpmorgan Chase Bank Na
  Phoenix, AZ
• 12/2010 → 05/2019
  J.P. Morgan Securities Llc
  Gilbert, AZ
• 05/2019 → Present
  Cetera Advisors Llc
  Denver, CO
• 04/2019 → Present
  Wilde Wealth Management
  Tempe, AZ
• 06/2019 → Present
  Jda Wealth Management, Pllc
  Chandler, AZ
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2024 → Present
  Pinnacle Wealth Advisors, Llc
  Scottsdale, AZ
• 06/2026 → Present
  Foundry Family Office
  Denver, CO

Previous Registrations

• 2012-10-01 → 2019-05-15
  J.P. Morgan Securities Llc
  Mesa, AZ
  Gilbert, AZ
  Gilbert, AZ
  Mesa, AZ
  Mesa, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2011-02-14 → 2012-10-01
  Chase Investment Services Corp.
  Phoenix, AZ
  Phoenix, AZ
  Tempe, AZ
  Phoenix, AZ
  Gilbert, AZ
  Gilbert, AZ
  Tempe, AZ
  Mesa, AZ
  Mesa, AZ

Other Businesses

1.NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2019; POSITION/TITLE/RELATIONSHIP: CFP; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES, INVESTMENT PLANNING AND MANAGEMENT; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 04/2019; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE; 3. NAME OF OTHER BUSINESS: JDA WEALTH MANAGEMENT, PLLC , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 06/2019, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PASS THROUGH ENTITY FOR TAX PURPOSES; 4. NAME OF OTHER BUSINESS: TRISTATE CAPITAL BANK, INVESTMENT RELATED: NO, ADDRESS: 301 GRANT ST, STE 2700, PITTSBURGH, PA 15219, NATURE OF BUSINESS: BANK, START DATE: 5/2024, POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: MEET WITH BOARD ON HOW TO ENHANCE BANK CLIENT EXPERIENCE AND ADDITIONAL BANK CLIENT NEEDS; 5. NAME OF OTHER BUSINESS: PINNACLE WEALTH ADVISORS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING LLC; START: 03/2024; TITLE: PART OWNER/PARTNER; APX # OF HRS/WK: 0; APX # OF HRS DURING TRADING HRS: 0; DUTIES: HOLDING COMPANY/NONE; 6. NAME OF OTHER BUSINESS: W FAMILY OFFICES, INVESTMENT RELATED: YES, ADDRESS: 7025 N SCOTTSDALE RD #115/110, SCOTTSDALE, AZ 85253, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: FOUNDRY FAMILY OFFICE; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 6/1/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 8. NAME OF OTHER BUSINESS: PCH50; INVESTMENT RELATED: NO; ADDRESS: 1919 E THOMAS RD, PHOENIX, AZ 85016; NATURE OF BUSINESS: BOARD; START DATE: 5/2026; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COLLECT DUES AND PAY INVOICES FOR EVENTS;

Exams

• S66 Uniform Combined State Law Examination
  2011-02-10
• S63 Uniform Securities Agent State Law Examination
  2008-10-20

Designations