Jason Wayne Anderson
Investment adviser representative at Equity Wealth Partners, LLC
21 yearsExperience
2 statesRegistered in
$258.6MFirm assets
4 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Equity Wealth Partners, LLCJan 2022 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Equity Wealth Partners, LLC
$258.6MAssets managed
939Clients
7Advisers
4 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
- 3239094
- Firm CRD
- 317224