Jason
Anderson
Investment Research Corp
Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Anderson is a financial advisor operating in Denver, Colorado, with 1 year of relevant experience. Anderson currently works for Investment Research Corp. Over the course of their career, Anderson has held roles at Next Financial Group Inc, World Capital Brokerage, Inc, Investment Research Corporation, Department Of Homeland Security -- Fema, United Way Of Greater Houston -- Baker-Ripley, Provvidenza & Wright Accountants And Advisors and U.S. Department Of The Treasury. Anderson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Nevada and Ohio. Investment Research Corp is a company headquartered in Denver, CO. It administers $44 million in total assets across its 117 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 117 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. The company offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Financial management fees typically depend on the type of financial services provided. However, fee types charged by Investment Research Corp can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Investment Research Corp Brokerage Details
$43,527,085
18
117
$372,026
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jason Anderson Work History
Jason has been registered as a financial advisor for 1 years.*
World Capital Brokerage, Inc
U.S. Department Of The Treasury
World Capital Brokerage, Inc
Investment Research Corporation
United Way Of Greater Houston -- Baker-Ripley
Provvidenza & Wright Accountants And Advisors
Department Of Homeland Security -- Fema
Next Financial Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investment Research Corp
Eatontown, NJ
Sammamish, WA
Denver, CO
Pittsburgh, PA
York, PA
Denver, CO
Denver, CO
Carlsbad, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
