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Jennifer Shields Anders

Investment adviser representative at Raymond James & Associates, Inc.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$501BFirm 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 assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Raymond James & Associates, Inc.Jul 2019 to now
  2. Bank of America, NAMay 2010 to Jul 2019
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Jul 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

Raymond James & Associates, Inc.

$501BAssets managed
531,617Clients
5,571Advisers
51 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
2389465
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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