Joseph D. Anderson
PURE FINANCIAL ADVISORS
San Diego, CA 92108
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CRD#: 3232667
Professional summary
Joseph Dennis Anderson, AIF®, CFP® is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in San Diego, California.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Joseph has worked at 8 firms and has passed the Series 66, Series 63, Series 7, Series 51 and Series 24 exams.
Biography
Joe Anderson, CFP®, AIF® President of Pure Financial Advisors, a financial planning, investment advisement, and financial services company. As of February 22, 2022, Pure Financial Advisors has $4.08 billion in client assets under management. Pure has reached these numbers in just fifteen years of starting the firm, due in large part to Joe's leadership. Today, Pure Financial is one of the top registered investment advisers (RIA) in America according to Financial Times.
Joe has shown incredible leadership skills, provides innovative thinking, and has a drive that has positioned him among the top professionals in San Diego. In addition to acting as president, Joe is also the firm's advanced planner, directly responsible for the activities of the firm's 80 employees and 37 CFPs and CPAs, all of whom he personally hired and trained. He has extensive experience in estate planning, advance tax planning, portfolio analysis, and investment management which he uses to coach and foster junior financial planners in the office. In addition to training all of Pure's advisors, Joe teaches retirement classes all across San Diego. Pure also offers retirement classes in Orange County and Los Angeles.
Joe is the co-host of Your Money, Your Wealth®, a financial talk show that has consistently been a top-rated weekend radio show in San Diego's financial market on AM 760. Evolving from the radio show's success, Joe launched the first Your Money, Your Wealth® television broadcast in June of 2014. He was also named on the Forbes Best-In-State Wealth Advisors list in 2019 and 2020. Joe graduated from the University of Florida with a bachelor's of science in finance. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and an accredited investment fiduciary (AIF®) both of which require extensive education and testing to achieve.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Income Management
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Dennis 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®
CFP®
Start date: 2006
Experience
Current
January 7, 2008 - Present
PURE FINANCIAL ADVISORS, LLC
Office #1: 3131 Camino Del Rio N Suite 1550, San Diego, CA 92108RIA
CRD#: 144316
San Diego, CA
Past
November 29, 2005 - January 11, 2008
CAPLINK SECURITIES, INC
BD
CRD#: 130702
SAN DIEGO, CA
Past
November 22, 2005 - January 11, 2008
CENTARA CAPITAL MANAGEMENT GROUP, INC.
RIA
CRD#: 114880
SAN DIEGO, CA
Past
July 11, 2005 - November 7, 2005
PIPER SANDLER & CO.
RIA
CRD#: 665
LA JOLLA, CA
Past
May 12, 2005 - November 7, 2005
PIPER SANDLER & CO.
BD
CRD#: 665
MINNEAPOLIS, MN
Past
April 16, 2004 - June 8, 2005
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
CINCINNATI, OH
Past
November 24, 2003 - April 22, 2004
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
June 3, 1999 - May 21, 2003
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 3, 1999 - May 21, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP
CRD#: 144316 / SEC#: 801-70137
RIA
Registered Investment Advisory firm - (5/1/2009 Approved)California
Registered Investment Advisory firm - (5/7/2009 Terminated)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(1/7/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP
CRD#: 144316 / SEC#: 801-70137
RIA
Registered Investment Advisory firm - (5/1/2009 Approved)California
Registered Investment Advisory firm - (5/7/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108
Mailing Address
Phone number
(866) 876-7873
Established
Firm type
Fiscal year end
# of Employees
171
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 22,199 |
| AUM (Assets Under Management) | $ 8,023,229,867 |
Red Flags
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