Jeffrey C. Anderson

KELLOGG WEALTH ADVISORS

STUDIO CITY, CA

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CRD#: 2834404

Professional summary

Jeffrey Campbell Anderson, who also goes by Jeff Anderson Jr, Jeffrey Campbell Anderson Jr, Jeffrey Campbell Jr Anderson, is a registered financial advisor currently at KELLOGG WEALTH ADVISORS, INC. located in Studio City, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 3, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Anderson Jr | Jeffrey Campbell Anderson Jr | Jeffrey Campbell Jr Anderson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jeff Anderson; Non-investment related; 5240 Bella Vista Street Santee, CA 92071; 4/1/2023; Coaching with a mindfulness protocol; Director, Global Strategic Relationships; Head coach; CREATING COACHING MATERIALS, MARKETING THOSE MATERIALS, PROVIDING INDIVIDUAL COACHING SESSIONS IN ADDITION TO GROUP COACHING SESSIONS, AND RUNNING A DIGITAL AGENCY; 20 hours devoted per month; 0 hours devoted during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Campbell Anderson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 3, 2025 - Present

KELLOGG WEALTH ADVISORS, INC.

RIA

CRD#: 144514

STUDIO CITY, CA

Past

February 21, 2020 - November 20, 2024

CANTOR FITZGERALD & CO.

CRD#: 134

NEW YORK, NY

Past

March 14, 2017 - November 20, 2024

CANTOR FITZGERALD INVESTMENT ADVISORS

RIA

CRD#: 159296

NEW YORK, NY

Past

February 4, 2008 - March 24, 2017

EFFICIENT MARKET ADVISORS, LLC

RIA

CRD#: 132188

DEL MAR, CA

Past

June 22, 2005 - June 28, 2006

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

June 9, 2005 - December 31, 2005

STANDSURE FINANCIAL SERVICES, INC

RIA

CRD#: 134683

SAN DIEGO, CA

Past

April 14, 2003 - May 5, 2005

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAN DIEGO, CA

Past

April 14, 2003 - May 5, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

July 8, 1997 - April 28, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SAN DIEGO, CA

Past

January 21, 1997 - April 28, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/28/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/31/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/21/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/21/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 5/9/2001

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 2/13/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/20/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/11/2003

General Securities Principal Examination

Current Firm

KELLOGG WEALTH ADVISORS, INC.

CRD#: 144514 / SEC#:

California

Registered Investment Advisory firm - (9/20/2007 Approved)

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Contact information

Main Address

Studio City, CA

Mailing Address

11333 Moorpark St. #381, Studio City, CA 91602

Phone number

(323) 559-1445

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	40
AUM (Assets Under Management)	$ 9,492,843

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.

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Firm Stability Insights

Jeffrey C. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Campbell Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CANTOR FITZGERALD & CO.

CANTOR FITZGERALD INVESTMENT ADVISORS

EFFICIENT MARKET ADVISORS, LLC

TRIAD ADVISORS LLC

STANDSURE FINANCIAL SERVICES, INC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/28/2020

Series 65

Date: 1/31/1997

Series 7TO

Date: 2/21/2020

SIE

Date: 2/21/2020

Series 3

Date: 5/9/2001

Series 31

Date: 2/13/1997

Series 7

Date: 1/20/1997

Series 24

Date: 7/11/2003

Current Firm

KELLOGG WEALTH ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KELLOGG WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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