Janelle R. Anderson

SENTINEL PENSION ADVISORS.

WAKEFIELD, MA 01880

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CRD#: 4217814

Professional summary

Janelle Ruth Anderson, AIF®, who also goes by Janelle Ruth Cann, is a registered financial advisor currently at SENTINEL PENSION ADVISORS, LLC. located in Wakefield, Massachusetts and SENTINEL SECURITIES, LLC. located in Wakefield, Massachusetts.

Janelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Janelle has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janelle Ruth Cann

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janelle Ruth 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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 1, 2013 - Present

SENTINEL PENSION ADVISORS, LLC.

Office #1: 100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880

RIA

CRD#: 109901

WAKEFIELD, MA

Current

June 28, 2013 - Present

SENTINEL SECURITIES, LLC.

Office #1: 100 Quannapowitt Pkwy Suite 300, Wakefield, MA 01880Office #2: 100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880

CRD#: 110942

Wakefield, MA

Past

January 28, 2005 - December 31, 2010

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

BOSTON, MA

Past

January 28, 2005 - November 22, 2011

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA

CRD#: 106435

BOSTON, MA

Past

September 3, 2004 - November 21, 2011

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

October 26, 2001 - September 30, 2004

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

September 10, 2001 - January 1, 2002

MANUFACTURERS SECURITIES SERVICES, LLC

CRD#: 16009

BOSTON, MA

Past

July 6, 2000 - August 17, 2000

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

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".

SENTINEL PENSION ADVISORS, LLC.

CRD#: 109901 / SEC#: 801-55783

RIA

Registered Investment Advisory firm - (8/5/1998 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Connecticut
(1/5/2016)

IAR

Florida
(1/9/2025)

IAR

Georgia
(1/31/2017)

IAR

Indiana
(1/4/2023)

IAR

Maryland
(1/3/2022)

Massachusetts
(6/28/2013)

IAR

Massachusetts
(7/1/2013)

IAR

Michigan
(1/4/2018)

IAR

Missouri
(2/7/2017)

IAR

New Hampshire
(1/6/2025)

IAR

New York
(1/2/2025)

IAR

North Carolina
(1/4/2016)

IAR

Oregon
(1/15/2021)

IAR

Rhode Island
(1/4/2016)

IAR

Texas
(1/3/2022)

IAR

Washington
(1/2/2025)

IAR

Wyoming
(1/6/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/27/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/5/2000

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SENTINEL PENSION ADVISORS, LLC.

CRD#: 109901 / SEC#: 801-55783

RIA

Registered Investment Advisory firm - (8/5/1998 Approved)

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Contact information

Main Address

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880

Mailing Address

Phone number

(781) 914-1450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SENTINEL PENSION ADVISORS WRAP BROCHURE 3.31.2025 (6/9/2025)

SENTINEL PENSION ADVISORS FORM ADV PART 2 3.31.2025 (4/18/2025)

Regulatory assets under management

Total Number of Accounts	3,113
AUM (Assets Under Management)	$ 10,730,228,384

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/25/2025	Cover Page	Report
09/23/2024	Cover Page	Report
10/23/2023	Cover Page	Report

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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Janelle R. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janelle Ruth Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENTINEL SECURITIES, LLC.

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

JOHN HANCOCK DISTRIBUTORS LLC

MANUFACTURERS SECURITIES SERVICES, LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SENTINEL PENSION ADVISORS, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2004

Series 63

Date: 7/11/2000

SIE

Date: 10/1/2018

Series 6

Date: 7/5/2000

FINRA

Current Firm

SENTINEL PENSION ADVISORS, LLC.

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SENTINEL PENSION ADVISORS, LLC.

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