Unclaimed Profile

Joy Jones Watkins

ANCHOR INVESTMENT MANAGEMENT, LLC·COLUMBIA, South Carolina

SIE, Series 6, Series 7, Series 63, Series 65, Series 99TOCFP ChFCClean record21 years registeredANCHOR INVESTMENT MANAGEMENT, LLC

3205 DEVINE STREET, COLUMBIA, SC 29205CRD# 1144565Firm CRD# 135296

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joy Jones Watkins · COLUMBIA, SC

Registration

CRD #1144565 · ANCHOR INVESTMENT MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ANCHOR INVESTMENT MANAGEMENT

Aug 2017 – present

INVESTMENT ADVISORS

May 2005 – Sep 2017

COLUMBIA, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · May 5, 2005

Years registered · 21

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANCHOR INVESTMENT MANAGEMENT, LLC

CRD 135296 · SEC 801-64338

AUM

$1.2B

Regulatory assets under management

Employees

1,922 client accounts

Services offered by ANCHOR INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ANCHOR INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joy Jones Watkins offer?

Joy Jones Watkins specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, South Carolina for a consultation.

What are Joy Jones Watkins's credentials?

Joy Jones Watkins holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joy Jones Watkins located?

Joy Jones Watkins is based in COLUMBIA, South Carolina, working with ANCHOR INVESTMENT MANAGEMENT, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Joy Jones Watkins charge for services?

Joy Jones Watkins's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANCHOR INVESTMENT MANAGEMENT, LLC?

ANCHOR INVESTMENT MANAGEMENT, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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