JAMES ANDERSON, CFP®, ADPA, CIMA®

CERTIFICATIONS

CERTIFIED FINNACIAL PLANNER™ professional
  • Accredited Domestic Partnership Advisor
  • Certified Investment Management Analyst

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

This information is intended for use only by residents of (CA, FL, GA, MN, TN, VA, WA). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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