LICENSES Series 7, 9,10, 31, 63, 65 Life Insurance BUSINESS EXPERIENCE 1998 - 2000: J.C. Bradford & Co. 2000 - 2009: Wachovia Securties - Well Fargo Advisors 2009 - 2014: Morgan Stanley 2014 - Present: Anderson Asset Management ASSOCIATIONS Investment Management Consultants Association Certified Financial Planner™ Board of Standards, Inc. EDUCATION AND LICENSING The Webb School, Bell Buckle, TN The University of Tennessee, Knoxville, TN Vanderbilty University, Nashville, TN - BA Mathematics Wharton School of Business, Philadelphia, PA - CIMA® College for Financial Planning - CFP®
James Anderson is licensed in the following state(s): AL, CA, DC, FL, GA, NC, TN, VA, WA
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