Bjorn
Andersen

Raymond James & Associates, Inc

CRD#2102756
Investment Advisor
in Atlanta, GA
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About this Advisor

Bjorn Andersen is a certified financial planner working out of Atlanta, Georgia, with a total of 25 years of experience as a financial advisor. Andersen currently works for Raymond James & Associates, Inc. Andersen has gained experience at Citigroup Global Markets Inc, Morgan Keegan & Company Inc and Raymond James & Associates, Inc. Andersen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Raymond James & Associates, Inc is a company that has its headquarters in Atlanta, Georgia. The company has offices in 422 locations and a total of 13,277 advisors. It handles $143 billion in total assets among its 472,443 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 385 charities and foundations. Of its 472,443 customer accounts, just 6% belong to high-net-worth investors who have more than $1 million in investable assets. Raymond James & Associates, Inc performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management usually vary depending on the type of financial services offered. However, fees charged by Raymond James & Associates, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

3050 Peachtree Road, Nw Suite 600
Atlanta, GA 30305

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

GA Average: $1,855,561,029
Total Number of Employees

14,205

GA Average: 62
Total Number of Accounts

591,180

GA Average: 2,474
Average Account Size

$297,807

GA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Bjorn Andersen Work History

Bjorn has 25 years of experience.

2013 - Present (6 years)

Raymond James & Associates, Inc

2009 - 2013 (4 years)

Morgan Keegan & Company Inc

1993 - 2009 (16 years)

Citigroup Global Markets Inc

Disclosures

Bjorn Andersen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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