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Jacob Steven Anderson

Investment adviser representative at Stevens Capital Partners
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$810.3MFirm 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 fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Stevens Capital PartnersSep 2024 to now
  2. Cmw, LLCJul 2023 to Aug 2024
  3. Carson GroupFeb 2020 to Aug 2024
  4. StudentJan 2013 to Jan 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (NE).

Stevens Capital Partners

Legal name: Stevens Capital Partners Inc

$810.3MAssets managed
681Clients
11Advisers
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
7331074
Firm CRD
317517
Advisor's SEC record (opens in a new tab)
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