Anna Jean Anderson

Current Employers

Employment History

• 06/2016 → 11/2018
  John Hancock / Sii
  Redlands, CA
• 03/2014 → 04/2024
  Pacific Wealth Strategists, Inc.
  Redlands, CA
• 11/2018 → 08/2023
  Royal Alliance Associates, Inc.
  Redlands, CA
• 08/2023 → Present
  Osaic Wealth, Inc
  Redlands, CA
• 04/2024 → Present
  Pacific Wealth Strategists, Inc.
  Redlands, CA

Other Businesses

1. YUCAIPA SDA CHURCH POSITION: Youth outreach coordinator NATURE: Church/501/C3 INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 35225 Avenue E, Yucaipa CA 92399, United States DESCRIPTION: Planning events for our youth club and running meetings etc. We are able to turn in receipts to the church treasurer to be reimbursed for expenses for the club. 2. PACIFIC WEALTH STRATEGISTS, INC. POSITION: Financial Advisor NATURE: S-Corporation; DBA/Marketing name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/10/2024 ADDRESS: 1177 Idaho Street, Suite 203, Redlands CA 92374, United States DESCRIPTION: Financial Advice, including marketing of securities, insurance and investments. 3. INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI, HEALTH & GROUP BENEFITS POSITION: Insurance Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/18/2016 ADDRESS: 1177 Idaho Street, Suite 203, Redlands CA 92374, United States DESCRIPTION: Soliciting fixed insurance business and servicing existing contracts (i.e. Life, Annuities, Disability)

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-29
• S63 Uniform Securities Agent State Law Examination
  2016-08-05

Other Names

• Anna Jean Pote
• Anna J Anderson