Jason
Anderson
Dfpg Investments, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Anderson is a financial advisor working in Sandy, Utah, with 1 year of industry experience. Anderson currently works for Dfpg Investments, LLC. During their career, the advisor has held roles at Fidelity Investments, Morgan Stanley and Dfpg Investments, LLC. Anderson has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Utah. Dfpg Investments, LLC is a registered investment firm headquartered in Sandy, UT. The investment advisory business has offices in 23 locations and a total of 156 employees. It administers $2 billion in assets under management between its 10,642 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 10,642 customer accounts, 29% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services usually depend on the services. However, fee types billed by Dfpg Investments, LLC likely are comprised of any combination 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.
Dfpg Investments, LLC Brokerage Details
$2,009,732,330
156
10,642
$188,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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.*
Dfpg Investments, LLC
Fidelity Investments
Morgan Stanley
Fidelity Investments
*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 Dfpg Investments, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
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.
