Jerod AndersenCRD Number: 3009924
Current Firm: Spc
Jerod Andersen (CRD# 3009924) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 25 years of experience in the finance industry.
Savant Wealth Management
Strategic Blueprint, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Parkland Securities||Ann Arbor, MI||Aug 2014 - Current||8|
|Sammons Securities Company, LLC||Ann Arbor, MI||Feb 2002 - Aug 2014||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management5,964MILLIONS
Total Number of Accounts34,594ACCOUNTS
Average Account Value$172,407
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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