Jennifer
Anderson

Mcclarren Financial Advisors

CRD#6303745
Investment Advisor
in State College, PA

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About this Advisor

Jennifer Anderson is a financial advisor working out of State College, Pennsylvania who has 8 years of industry experience. Anderson is an employee of Mcclarren Financial Advisors. They have spent their complete time as a financial advisor at Mcclarren Financial Advisors. Anderson maintains a Series 65 license, designating them as an investment advisor representative, and can operate in Pennsylvania. Mcclarren Financial Advisors is a registered investment firm that has its headquarters in State College, PA. It has a total of seven employees. It has $278 million in total assets among its 1,082 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,082 accounts, 37% are held by high-net-worth clients who have more than $1 million in assets available to invest. Mcclarren Financial Advisors performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees typically depend on which services the firm provides the client. Fee types charged by Mcclarren Financial Advisors can include some blend of hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Hourly Charges, Fixed Fees

Office Location

1364 South Atherton Street
State College, PA 16801

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Mcclarren Financial Advisors Brokerage Details

Total Assets Under Management

$278,111,765

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

1,082

PA Average: 3,342
Average Account Size

$257,035

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jennifer Anderson Work History

Jennifer has been registered as a financial advisor for 8 years.*

2008 - Present (16 years)

Mcclarren Financial Advisors

*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 Jennifer 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 Mcclarren Financial Advisors

Brandon Redmond
State College, PA
Gregory Reeder
State College, PA
Joshua Purdy
State College, PA
Alexis Cunningham
State College, PA
Rosemarie Porter
State College, PA
Jennifer Anderson
State College, PA
Jeffrey Mcclarren
State College, PA

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.

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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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