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John Christopher Anderson

ANDERSON & ANDERSON ADVISORY, LLC·LONGVIEW, Washington
SIE, Series 7, Series 24, Series 63, Series 66Clean record18 years registeredANDERSON & ANDERSON ADVISORY, LLC
959 11TH AVENUE, LONGVIEW, WA 98632CRD# 2602329Firm CRD# 132989

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Christopher Anderson · LONGVIEW, WA
Registration
CRD #2602329 · ANDERSON & ANDERSON ADVISORY, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

GENEOS WEALTH MANAGEMENT, INC.
Dec 2024 – present
ANDERSON & ANDERSON ADVISORY, LLC
Aug 2007 – Mar 2025
LONGVIEW, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · August 31, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ANDERSON & ANDERSON ADVISORY, LLC
CRD 132989 · SEC 801-113259
AUM
$327M
Regulatory assets under management
Employees
6
627 client accounts
Services offered by ANDERSON & ANDERSON ADVISORY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ANDERSON & ANDERSON ADVISORY, LLC →
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05

Frequently Asked Questions

What services does John Christopher Anderson offer?
John Christopher Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LONGVIEW, Washington for a consultation.
What are John Christopher Anderson's credentials?
John Christopher Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Christopher Anderson located?
John Christopher Anderson is based in LONGVIEW, Washington, working with ANDERSON & ANDERSON ADVISORY, LLC. Their office serves clients in the LONGVIEW metropolitan area and surrounding communities.
How does John Christopher Anderson charge for services?
John Christopher Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANDERSON & ANDERSON ADVISORY, LLC?
ANDERSON & ANDERSON ADVISORY, LLC has approximately 6 employees and manages $327M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ANDERSON & ANDERSON ADVISORY, LLC

Max David Anderson
LONGVIEW, WA

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