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RIA / WealthAdvisor22 years in industry

JENNIFER JILL ANDERSON

Advisor at BAY COLONY ADVISORS

DAVENPORT, FL | CONCORD, MA

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Search this name across graphsid dfx:ria:568b9a24-be56-01b6-2eac-6be77644dcfe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2006 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BAY COLONY ADVISORS
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: Jan 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Dec 27, 2004
First registration: Apr 19, 2006
Dual registered: no
Other names: JILL ARSENAULT|Jill Anderson
IAPD individual key: 4695424

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BAY COLONY ADVISORS	Independent wealth	Oct 15, 2025	n/a	yes	DAVENPORT, FL\|CONCORD, MA	Current employment
THE PATRIOT FINANCIAL GROUP, LLC	Independent wealth	Feb 27, 2018	Jul 3, 2025	no	Westborough, MA\|WALPOLE, MA	Previous registration
INTEGRATED WEALTH CONCEPTS LLC	Independent wealth	Oct 14, 2016	Jan 2, 2018	no	Waltham, MA	Previous registration
OSAIC FA, INC.	Former SEC adviser	Apr 19, 2006	Oct 11, 2016	no	WORCESTER, MA\|LACONIA, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE PATRIOT FINANCIAL GROUP, LLC	BAY COLONY ADVISORS	Jul 3, 2025	Oct 15, 2025	104	Firm change	RIA to RIA
INTEGRATED WEALTH CONCEPTS LLC	THE PATRIOT FINANCIAL GROUP, LLC	Jan 2, 2018	Feb 27, 2018	56	Firm change	Other
OSAIC FA, INC.	INTEGRATED WEALTH CONCEPTS LLC	Oct 11, 2016	Oct 14, 2016	3	Bulk transfer	Other

Relationships

Registered with (4)

→ BAY COLONY ADVISORSRegistered adviserregistration: current employment
Oct 15, 2025 to presentfactForm ADV
→ THE PATRIOT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Feb 27, 2018 to Jul 3, 2025factForm ADV
→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: previous registration
Oct 14, 2016 to Jan 2, 2018factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Apr 19, 2006 to Oct 11, 2016factForm ADV

Dated events

Occurred
Jul 3, 2025
Advisor changed firm
Jennifer Jill Anderson left The Patriot Financial Group, Llc for Bay Colony Advisors (registered 2025-10-15)
Form ADVobserved 6 days ago