Jason
Anderson

Intellicents Investment Solutions Inc

CRD#7188850
Investment Advisor
in Lawrence, KS

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About this Advisor

Jason Anderson is a financial advisor based in Lawrence, Kansas, working with Intellicents Investment Solutions Inc. Jason has previously held positions at Sweat Pea School House LLC, Communityamerica Cuso One, LLC, Communityamerica Financial Solutions LLC, Park University, Quest Analytics, Gradmetrics LLC, Ku Endowment, University Of Kansas, and Intellicents Investment Solutions. Jason has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Jason is part of Intellicents Investment Solutions Inc, which operates out of Lawrence, Kansas. The firm has 8 offices and 64 employees. The firm manages assets totaling $6.0 billion and serves high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Intellicents Investment Solutions Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

211 East 8Th Street Ste E
Lawrence, KS 66044

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Intellicents Investment Solutions Inc Brokerage Details

Total Assets Under Management

$6,009,674,946

KS Average: $5,289,111,388
Total Number of Employees

64

KS Average: 157
Total Number of Accounts

4,381

KS Average: 8,262
Average Account Size

$1,371,759

KS Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jason Anderson Work History

2024 - Present (1 year)

Intellicents Investment Solutions

2020 - Present (5 years)

University Of Kansas

2024 - 2024 (< 1 year)

Ku Endowment

2023 - 2023 (< 1 year)

Quest Analytics

2020 - 2024 (4 years)

Gradmetrics LLC

2019 - 2019 (< 1 year)

Communityamerica Cuso One, LLC

2017 - 2019 (2 years)

Sweat Pea School House LLC

2017 - 2018 (1 year)

Communityamerica Financial Solutions LLC

2016 - 2019 (3 years)

Park University

2016 - 2017 (1 year)

Park University

2013 - 2016 (3 years)

Park University

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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 Intellicents Investment Solutions Inc

Devin Reimer
Albert Lea, MN
Jared Goforth
Albert Lea, MN
Scott Wightman
Overland Park, KS
Kevin Atnip
Albert Lea, MN
Amanda Smith
Albert Lea, MN
Samuel Matheson
Albert Lea, MN
Kenneth Burkhead
Albert Lea, MN
Kevin Dulitz
Albert Lea, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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