Jason W. Anderson

EQUITY WEALTH PARTNERS

Independence, MO 64055

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CRD#: 3239094

Professional summary

Jason Wayne Anderson, CFP® is a registered financial advisor currently at EQUITY WEALTH PARTNERS, LLC located in Independence, Missouri.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

(1) Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. (2) Licensed Insurance Professional; same address; less than 10% of business time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Wayne Anderson's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2008

Experience

Current

January 28, 2022 - Present

EQUITY WEALTH PARTNERS, LLC

Office #1: 4700 S Cedar Crest Ct, Independence, MO 64055

RIA

CRD#: 317224

Independence, MO

Past

August 6, 1999 - February 2, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

INDEPENDENCE, MO

Past

June 24, 1999 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 24, 1999 - February 2, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

INDEPENDENCE, MO

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".

EQUITY WEALTH PARTNERS, LLC

CRD#: 317224 / SEC#: 801-122943

RIA

Registered Investment Advisory firm - (1/3/2022 Approved)

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

Missouri
(1/28/2022)

IAR

Texas
(3/1/2022)

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

IAR

Series 66

Date: 7/31/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/1999

General Securities Representative Examination

Current Firm

EQUITY WEALTH PARTNERS, LLC

CRD#: 317224 / SEC#: 801-122943

RIA

Registered Investment Advisory firm - (1/3/2022 Approved)

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Contact information

Main Address

4700 S Cedar Crest Ct, Independence, MO 64055

Mailing Address

Phone number

(816) 373-1068

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EWP DISCLOSURE BROCHURE (5/24/2025)

Regulatory assets under management

Total Number of Accounts	1,412
AUM (Assets Under Management)	$ 222,749,040

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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Jason W. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Wayne Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITY WEALTH PARTNERS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

EQUITY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/1999

SIE

Date: 10/1/2018

Series 7

Date: 6/23/1999

Current Firm

EQUITY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EQUITY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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