Jennifer Jill Anderson
Investment adviser representative at Bay Colony Advisors
10 yearsExperience
2 statesRegistered in
$1.4BFirm assets
10 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Bay Colony AdvisorsAug 2025 to now
- Cetera Financial Specialists LLCDec 2022 to Dec 2023
- Securities America, Inc.Sep 2018 to Dec 2022
- The Patriot Financial GroupJan 2018 to Jul 2025
- LPL Financial, LLCOct 2016 to Jun 2018
- Integrated Wealth Concepts LLCOct 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
Bay Colony Advisors
Legal name: Bay Colony Advisory Group, Inc.
$1.4BAssets managed
2,668Clients
27Advisers
10 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
- 4695424
- Firm CRD
- 152583