Jordan Anderson has been an investment adviser representative at Journey Retirement Planning and Investment Management since August 2021, and is not listed among the firm’s executive officers or direct owners. Jordan Anderson holds a Degree in Business Finance and Marketing from BYU-I.
Journey Retirement Planning and Investment Management, LLC is an Ammon, ID firm with $187M under management, 637 clients and 5 advisers in one office, as of its June 2026 filing.
Jordan Anderson is COO & Advisor of Journey Financial Services. As an advisor, he discusses investment strategies, social security claiming and estate planning with clients and the general public. He helps clients create financial plans for their future.
Jordan Anderson’s longest registration is the current one, 5 years at Journey Retirement Planning and Investment Management since 2021. Before joining Journey Retirement Planning and Investment Management in 2021, Jordan Anderson was registered through Townsquare Capital, LLC and Allegis Investment Advisors, LLC.
- – present · 5 yearsAmmon, ID · Adviser representative · Firm CRD 315237
- Townsquare Capital, LLC– · 3 yearsAmmon, ID · Adviser representative · Firm CRD 288576
- Allegis Investment Advisors, LLC– · 2 yearsAmmon, ID · Adviser representative · Firm CRD 157314
Investment adviser representative registrations
Jordan Anderson is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in August 2021.
- IdahoSince 13 August 2021
- TexasResidentSince 16 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 November 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jordan Cal Anderson
- CRD
- 6608222
- Firm
- Journey Retirement Planning and Investment Management · CRD 315237
- Office
- 3040 E 17TH STREET, SUITE 2, Ammon, ID 83406
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- journeyretirement.com
Where does Jordan Anderson work?
Jordan Anderson is an investment adviser representative registered through Journey Retirement Planning and Investment Management, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Anderson a financial advisor?
Yes. Jordan Anderson has a current investment-adviser registration in Idaho and Texas, through Journey Retirement Planning and Investment Management since August 2021.
How many years of experience does Jordan Anderson have?
Jordan Anderson has 10 years in the financial industry, since January 2016, across 3 adviser firms.
What exams has Jordan Anderson passed?
Jordan Anderson passed the Series 65 in November 2015.
Where did Jordan Anderson work before Journey Retirement Planning and Investment Management?
Before Journey Retirement Planning and Investment Management, Jordan Anderson was registered through Allegis Investment Advisors, LLC, January 2016 to March 2018.
Where is Jordan Anderson based?
Jordan Anderson’s registered office is in Ammon, ID.
Is Jordan Anderson registered with FINRA?
No. Jordan Anderson has no current broker registration.
How can I verify Jordan Anderson’s record?
Search CRD 6608222 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Anderson’s full registration record.