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James Kenyon Anderson

Edward Jones

East Aurora, NY

CRD 5842694

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-29
MO RA APPROVED 2010-11-02
  • NY RA
    APPROVED
    Since 2021-06-29
  • MO RA
    APPROVED
    Since 2010-11-02

Branch Locations

89 Hamburg Street, East Aurora, NY 14052-2189 • 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
Edward Jones St Louis MO 09/2010 Present
Other Businesses

Aurora Waldorf School West Falls, NY Start date: 9/1/2016 Member of the finance committee Hours per week: 0 Hours during trading: 0 Finance committee member KKI House LLC Type of business: Holding company South Wales, NY Start date: 11/1/2022 Owner Hours per week: 1 Hours during trading: 0 I am the landlord of a building with one commercial rental(Edward Jones) and two apartments. I collect rent, pay bills and maintain property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-28
  • S66 Uniform Combined State Law Examination
    2010-10-28
Designations
  • Certified Financial Planner
Other Names
  • James Anderson
  • James Kenyon Anderson

View on SEC IAPD

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