Jacob Anderson has been an investment adviser representative at Stevens Capital Partners since September 2024, and is not listed among the firm’s executive officers or direct owners.
Stevens Capital Partners Inc is an Omaha, NE firm with $810M under management, 681 clients and 10 advisers in one office, as of its July 2026 filing.
Jacob Anderson’s longest registration is the current one, 2 years at Stevens Capital Partners since 2024. Before joining Stevens Capital Partners in 2024, Jacob Anderson was registered through CWM, LLC.
- Stevens Capital PartnersCurrent– present · 2 yearsOmaha, NE · Adviser representative · Firm CRD 317517
- CWM, LLC– · 1 yearOmaha, NE · Adviser representative · Firm CRD 155344
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Steven Anderson
- CRD
- 7331074
- Firm
- Stevens Capital Partners · CRD 317517
- Office
- 15514 SPAULDING PLAZA, SUITE D02, Omaha, NE 68116
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Anderson work?
Jacob Anderson is an investment adviser representative registered through Stevens Capital Partners Inc since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Anderson a financial advisor?
Yes. Jacob Anderson has a current investment-adviser registration, through Stevens Capital Partners since September 2024.
How many years of experience does Jacob Anderson have?
Jacob Anderson has 3 years in the financial industry, since August 2023, across 2 adviser firms.
What exams has Jacob Anderson passed?
Jacob Anderson passed the Series 65 in July 2022.
Where did Jacob Anderson work before Stevens Capital Partners?
Before Stevens Capital Partners, Jacob Anderson was registered through CWM, LLC, July 2023 to August 2024.
Where is Jacob Anderson based?
Jacob Anderson’s registered office is in Omaha, NE.
Is Jacob Anderson registered with FINRA?
No. Jacob Anderson has no current broker registration.
How can I verify Jacob Anderson’s record?
Search CRD 7331074 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Anderson’s full registration record.
