DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

John Joseph Anderson

LPL Financial LLCBD affiliatedMeridian, Id dual registrantIAPD 5304566

Certified Financial Planner

Feed of 09/15/2026

Also filed as Johnny Anderson

At current firm

0 y

since Oct 14, 2025

In the industry

18 y

since Mar 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Oct 14, 2025 · San Diego, Ca
Edward Jones national BD
May 28, 2024 to Sep 29, 2025 · Parker, Co
Western Wealth Management LLC independent RIA
Feb 16, 2023 to Feb 26, 2024 · Parker, Co
LPL Financial LLC BD affiliated
Sep 19, 2019 to Sep 13, 2022 · Centennial, Co
Usaa Investment Services Company no RAUM
Jan 8, 2018 to Mar 27, 2019 · San Antonio, Tx
Usaa Financial Planning Services former
May 16, 2017 to Jan 8, 2018 · Colorado Springs, Co
Wells Fargo Advisors wirehouse
Oct 17, 2011 to Nov 8, 2016 · Highlands Ranch, Co

Moves

a registration end followed by a registration begin elsewhere

Edward Jones to LPL Financial LLC
left Sep 29, 2025, registered Oct 14, 2025 (15 days) · Affiliated broker-dealer or bank to another
Western Wealth Management LLC to Edward Jones
left Feb 26, 2024, registered May 28, 2024 (92 days) · RIA to affiliated broker-dealer or bank
LPL Financial LLC to Western Wealth Management LLC
left Sep 13, 2022, registered Feb 16, 2023 (156 days) · RIA to RIA
Usaa Investment Services Company to LPL Financial LLC
left Mar 27, 2019, registered Sep 19, 2019 (176 days) · Affiliated broker-dealer or bank to another · moved with a team
Usaa Financial Planning Services to Usaa Investment Services Company
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
Wells Fargo Advisors to Usaa Financial Planning Services
left Nov 8, 2016, registered May 16, 2017 (189 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address