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Jennifer Anderson

CFO / Chief Compliance Officer / COO at McClarren Financial Advisors in State College, PA

Investment adviser registrationUpdated

Jennifer Anderson is CFO / Chief Compliance Officer / COO of McClarren Financial Advisors, Inc., an investment adviser managing $453M, and works from its State College, PA office. Jennifer Anderson has been registered as an investment adviser representative through McClarren Financial Advisors since 26 February 2015, has 11 years in the industry across 1 firm and has passed the Series 65.

11
Years in industry
11
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jennifer Anderson has been CFO / Chief Compliance Officer / COO of McClarren Financial Advisors since February 2017, is a control person of the firm and directly owns between 10% and 25% of it.

McClarren Financial Advisors, Inc. is a State College, PA firm with $453M under management, 267 clients and 8 advisers across 3 offices, as of its April 2026 filing.

  1. – present · 11 years
    State College, PA · Adviser representative · Firm CRD 122147

Credentials and registrations

Investment adviser representative registrations

Jennifer Anderson is registered as an investment adviser representative in Pennsylvania, since February 2015.

  • PennsylvaniaSince 26 February 2015

Examinations

Series 6526 February 2015
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jennifer Michelle Anderson
CRD
6303745
Role
CFO / Chief Compliance Officer / COO
Office
270 WALKER DRIVE, #200, State College, PA 16801
Registration
Investment adviser registration
In the industry since
February 2015
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jennifer Anderson work?

Jennifer Anderson has been CFO / Chief Compliance Officer / COO of McClarren Financial Advisors, Inc. since February 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 21 April 2026

Is Jennifer Anderson a financial advisor?

Yes. Jennifer Anderson has a current investment-adviser registration in Pennsylvania, through McClarren Financial Advisors since February 2015.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jennifer Anderson have?

Jennifer Anderson has 11 years in the financial industry, since February 2015, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Jennifer Anderson passed?

Jennifer Anderson passed the Series 65 in February 2015.

Source: IAPD individual record, checked 22 October 2026

Where is Jennifer Anderson based?

Jennifer Anderson’s registered office is in State College, PA.

Source: IAPD individual record, checked 22 October 2026

Is Jennifer Anderson registered with FINRA?

No. Jennifer Anderson has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jennifer Anderson’s record?

Search CRD 6303745 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Anderson’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at McClarren Financial Advisors

Sources

  1. IAPD individual record, CRD 6303745, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of McClarren Financial Advisors, Inc., filed 21 April 2026. Title, control and ownership bands.