Jerry Bruce Anderson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2008 → 03/2018
  National Planning Corporation
  Kailua-Kona, HI
• 11/2017 → 03/2018
  Lpl Financial Llc
  Kailua-Kona, HI
• 03/2018 → 05/2024
  Securities America, Inc.
  Kailua Kona, HI
• 03/2018 → 05/2024
  Securities America Advisors
  Kailua Kona, HI
• 05/2024 → Present
  Lpl Financial Llc
  Kailua Kona, HI

Previous Registrations

• 2018-04-04 → 2024-05-09
  Securities America Advisors, Inc.
  Kailua Kona, HI
• 2017-11-29 → 2018-04-18
  Lpl Financial Llc
  Kailua Kona, HI
• 2009-05-14 → 2017-11-29
  National Planning Corporation
  Kailua-Kona, HI
  Los Angeles, CA
  Doylestown, PA
  Louisville, KY
  Los Angeles, CA

Other Businesses

1) 04/23/2024 - Anderson Wealth Planning of Nevada - Investment Related - Sole owner - Securities and insurance fees and commissions earned outside of the state of Hawaii - Kailua Kona HI 96740 - 80 hrs/mth 2) 04/23/2024 - Beautiful You MD Aesthtics - Co-owner - 5 hrs/mth - Kailua Kona, HI 3) 04/23/2024 - ANDERSON WEALTH PLANNING - Owner- 160hrs/mth - Kailua-Kona, HI

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-10
• S63 Uniform Securities Agent State Law Examination
  1988-05-03