James

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