This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ANCHOR INVESTMENT MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 21, 1983earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63|S65

First exam

Oct 21, 1983

First registration

May 5, 2005

Dual registered

yes, broker-dealer

Other names

JOY ELAINE JONES

IAPD individual key

1144565

Graph

RIA / Wealth Management

Canonical id

dfx:ria:193382b4-b219-b048-bfc6-9a95e753ca24

First observed

May 5, 2005

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.