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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

Jesse Robert Anderson

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Lake Mary, FL

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Search this name across graphsid dfx:ria:d9d0d679-9a0c-0445-4c09-184200f46d23

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 21, 2001 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: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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: May 21, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: May 29, 2001
First registration: May 21, 2001
Dual registered: yes, broker-dealer
Other names: JESSE ROBERT ANDERSON|JESSE ANDERSON
IAPD individual key: 4381029

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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 11, 2024	n/a	yes	Lake Mary, FL	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 7, 2011	Jan 12, 2024	no	LAKE MARY, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 21, 2011	no	Winter Park, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	WINTER PARK, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	May 21, 2001	Apr 2, 2007	no	WINTER PARK, FL\|WINTER PARK, FL	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 12, 2024	Jan 11, 2024	-1	Firm change	Wirehouse to ibd
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 21, 2011	Jan 7, 2011	-14	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
7691:149018:FL:2024-01-09	Jan 12, 2024	Jan 11, 2024	LAKE MARY, FL	Firm change

Relationships

Registered with (5)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Jan 11, 2024 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 7, 2011 to Jan 12, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 21, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
May 21, 2001 to Apr 2, 2007factForm ADV

Dated events

Occurred
Jan 12, 2024
Advisor changed firm
Jesse Robert Anderson left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Raymond James Financial Services Advisors, Inc (registered 2024-01-11)
Form ADVobserved 6 days ago