John David Anderson
Investment adviser representative at Diversified, LLC
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Diversified, LLCSep 2026 to now
- Diversified Enterprises, LLC dba Diversified, LLCAug 2026 to now
- Diversified, LLCNov 2023 to Aug 2026
- UnemployedDec 2022 to Nov 2023
- Sei Investments Distribution CoNov 2007 to Nov 2022
- Sei Investment Management Co.Jul 2007 to Nov 2022
- Sei InvestmentsJan 1995 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Diversified, LLC
Legal name: Diversified Enterprises, LLC
$2.8BAssets managed
2,002Clients
29Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1670032
- Firm CRD
- 331709