James Anderson has been an investment adviser representative at Creekmur Asset Management since February 2020, and is not listed among the firm’s executive officers or direct owners.
Creekmur Asset Management, LLC is a Morton, IL firm with $800M under management, 1,902 clients and 15 advisers across 8 offices, as of its September 2026 filing.
James Anderson’s longest registration is the current one, 6 years at Creekmur Asset Management since 2020. Before joining Creekmur Asset Management in 2020, James Anderson was registered through Ae Wealth Management, LLC and Creative Financial Designs, Inc.
- – present · 6 yearsMorton, IL · Adviser representative · Firm CRD 306903
- Ae Wealth Management, LLC– · 2 yearsMorton, IL · Adviser representative · Firm CRD 282580
- Creative Financial Designs, Inc.– · under a yearMorton, IL · Adviser representative · Firm CRD 109032
Investment adviser representative registrations
James Anderson is registered as an investment adviser representative in 2 states. The first approvals date from February 2020; the most recent is Texas, in February 2024.
- IllinoisSince 3 February 2020
- TexasSince 19 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 26 April 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 September 2015 |
| Series 7 | General Securities Representative Examination | 3 September 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Herold Anderson
- CRD
- 6469376
- Firm
- Creekmur Asset Management · CRD 306903
- Office
- 805 WEST JACKSON, SUITE 301, Morton, IL 61550
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does James Anderson work?
James Anderson is an investment adviser representative registered through Creekmur Asset Management, LLC since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is James Anderson a financial advisor?
Yes. James Anderson has a current investment-adviser registration in Illinois and Texas, through Creekmur Asset Management since February 2020.
How many years of experience does James Anderson have?
James Anderson has 10 years in the financial industry, since September 2016, across 3 adviser firms.
What exams has James Anderson passed?
James Anderson has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 2015. FINRA credited James Anderson with the SIE, which began in October 2018.
Where did James Anderson work before Creekmur Asset Management?
Before Creekmur Asset Management, James Anderson was registered through Creative Financial Designs, Inc., April 2017 to November 2017.
Where is James Anderson based?
James Anderson’s registered office is in Morton, IL.
Is James Anderson registered with FINRA?
No. James Anderson has no current broker registration.
How can I verify James Anderson’s record?
Search CRD 6469376 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Anderson’s full registration record.
