Jeffrey L. Deaner
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey Lee Deaner, who also goes by Jeff Deaner, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1991. Jeffrey had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 26, 2010 - January 3, 2020
ANCHOR CAPITAL ADVISORS LLC
February 7, 2008 - December 9, 2008
AMERICAN CENTURY ADVISORY SERVICES, INC.
February 7, 2008 - December 9, 2008
AMERICAN CENTURY INVESTMENT SERVICES INC.
May 7, 1999 - February 1, 2008
DAVIS DISTRIBUTORS, LLC
December 18, 1998 - April 6, 1999
WELLS FARGO CLEARING SERVICES, LLC
August 13, 1997 - March 22, 1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
May 25, 1995 - December 17, 1996
NYLIFE DISTRIBUTORS LLC
September 20, 1994 - April 13, 1995
WM FUND SERVICES, INC.
April 11, 1991 - September 6, 1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
Primary Firm SEC Registration
ANCHOR CAPITAL ADVISORS LLC
CRD#: 105540 / SEC#: 801-18930
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ANCHOR CAPITAL ADVISORS LLC
CRD#: 105540 / SEC#: 801-18930
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,840 |
| AUM (Assets Under Management) | $ 2,434,135,739 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/10/2025 | ||
| 07/08/2024 | ||
| 07/24/2023 | ||
| 11/03/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
