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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

John Joseph Anderson

Advisor at LPL FINANCIAL LLC

Meridian, ID | SAN DIEGO, CA | MERIDIAN, ID

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Search this name across graphsid dfx:ria:a918235d-625f-64f9-fa36-ffe6d8080a37

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Oct 17, 2011 to Sep 15, 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: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 13, 2011
First registration: Oct 17, 2011
Dual registered: yes, broker-dealer
Other names: JOHNNY ANDERSON|JOHNNY JOSEPH ANDERSON|JOHN J ANDERSON|JOHN JOSPEH ANDERSON|JOHNNY J ANDERSON|JOHN JOSEPH ANDERSON|John Anderson
IAPD individual key: 5304566

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
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 14, 2025	n/a	yes	SAN DIEGO, CA\|Meridian, ID\|MERIDIAN, ID	Current employment
EDWARD JONES	National bd RIA	May 28, 2024	Sep 29, 2025	no	PARKER, CO	Previous registration
WESTERN WEALTH MANAGEMENT LLC	Independent wealth	Feb 16, 2023	Feb 26, 2024	no	Parker, CO\|GOLDEN, CO\|Centennial, CO	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 19, 2019	Sep 13, 2022	no	CENTENNIAL, CO	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Mar 27, 2019	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	May 16, 2017	Jan 8, 2018	no	Colorado Springs, CO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 17, 2011	Nov 8, 2016	no	HIGHLANDS RANCH, CO\|GREENWOOD VILLAGE, CO\|GREENWOOD VILLAGE, CO\|HIGHLANDS RANCH, CO\|LITTLETON, CO\|HIGHLANDS RANCH, CO\|PARKER, CO	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
EDWARD JONES	LPL FINANCIAL LLC	Sep 29, 2025	Oct 14, 2025	15	Firm change	Ibd to ibd
WESTERN WEALTH MANAGEMENT LLC	EDWARD JONES	Feb 26, 2024	May 28, 2024	92	Firm change	RIA to ibd
LPL FINANCIAL LLC	WESTERN WEALTH MANAGEMENT LLC	Sep 13, 2022	Feb 16, 2023	156	Firm change	RIA to RIA
USAA INVESTMENT SERVICES COMPANY	LPL FINANCIAL LLC	Mar 27, 2019	Sep 19, 2019	176	Firm change	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
WELLS FARGO ADVISORS	USAA FINANCIAL PLANNING SERVICES	Nov 8, 2016	May 16, 2017	189	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
5475:6413:TX:2019-03-27	Mar 27, 2019	Sep 19, 2019	SAN ANTONIO, TX	Firm change

Relationships

Registered with (6)

→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 19, 2019 to Sep 13, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
May 28, 2024 to Sep 29, 2025factForm ADV
→ WESTERN WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 16, 2023 to Feb 26, 2024factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Mar 27, 2019factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
May 16, 2017 to Jan 8, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 17, 2011 to Nov 8, 2016factForm ADV

Dated events

Occurred
Sep 29, 2025
Advisor changed firm
John Joseph Anderson left Edward Jones for Lpl Financial Llc (registered 2025-10-14)
Form ADVobserved 3 days ago
Occurred
Feb 26, 2024
Advisor changed firm
John Joseph Anderson left Western Wealth Management Llc for Edward Jones (registered 2024-05-28)
Form ADVobserved 3 days ago
Occurred
Sep 13, 2022
Advisor changed firm
John Joseph Anderson left Lpl Financial Llc for Western Wealth Management Llc (registered 2023-02-16)
Form ADVobserved 3 days ago