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JA

Jennifer J. Anderson

BAY COLONY ADVISORS
DAVENPORT, FL
Some features on this profile are disabled
CRD#: 4695424
JA

Professional summary

Jennifer Jill Anderson, who also goes by Jill Arsenault, Jill Anderson, is a registered financial advisor currently at BAY COLONY ADVISORS located in Davenport, Florida.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jennifer has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jill Arsenault | Jill 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Jill 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®
None

Experience

Current

October 15, 2025 - Present

BAY COLONY ADVISORS

Office #2: 86 Baker Avenue Extension Suite 310, Concord, MA 01742
RIA
CRD#: 152583
DAVENPORT, FL
Past

December 15, 2022 - December 31, 2023

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
WALPOLE, MA
Past

September 21, 2018 - December 16, 2022

SECURITIES AMERICA, INC.

BD
CRD#: 10205
WESTBOROUGH, MA
Past

February 27, 2018 - July 3, 2025

THE PATRIOT FINANCIAL GROUP, LLC

RIA
CRD#: 172470
WALPOLE, MA
Past

October 14, 2016 - January 2, 2018

INTEGRATED WEALTH CONCEPTS LLC

RIA
CRD#: 284656
Waltham, MA
Past

October 7, 2016 - July 3, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
WESTBOROUGH, MA
Past

April 19, 2006 - October 11, 2016

OSAIC FA, INC.

RIA
CRD#: 3978
WORCESTER, MA
Past

August 31, 2004 - May 22, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
WORCESTER, MA
Past

August 31, 2004 - October 11, 2016

OSAIC FA, INC.

BD
CRD#: 3978
WORCESTER, MA
Past

November 10, 2003 - July 8, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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".
BC
BAY COLONY ADVISORS
ALLEGIANCE FINANCIAL SERVICES INC. | WINDSOR WEALTH MANAGEMENT | TEWKS WEALTH MANAGEMENT, LLC | SENTINEL ADVISORY SERVICES | PENSION & WEALTH MANAGEMENT ADVISORS | LEONARD FINANCIAL GROUP | LEGACY FINANCIAL | HAGIN INVESTMENT MANAGEMENT | GREENHAVEN FINANCIAL MANAGEMENT | GLAZIER FINANCIAL ADVISORS | ESSENTIAL ASSET MANAGEMENT, LLC | EMERALD WEALTH ADVISORS | CHRISTOPHER LEE FINANCIAL | CASTLE HILL FINANCIAL | BUSINESS BENEFITS, INC. | BAY COLONY ADVISORY GROUP, INC. | BAY COLONY ADVISORS | ASYMMETRIC CAPITAL ADVISORY

CRD#: 152583 / SEC#: 801-107792

RIA
Registered Investment Advisory firm - (5/17/2016 Approved)
Connecticut
Registered Investment Advisory firm - (6/3/2016 Terminated)
Florida
Registered Investment Advisory firm - (5/19/2016 Terminated)
Georgia
Registered Investment Advisory firm - (12/10/2014 Terminated)
North Carolina
Registered Investment Advisory firm - (6/24/2016 Terminated)
Texas
Registered Investment Advisory firm - (5/19/2016 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
Florida
(11/24/2025)
IAR
Massachusetts
(10/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/14/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/27/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/7/2003
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BC
BAY COLONY ADVISORS
ALLEGIANCE FINANCIAL SERVICES INC. | WINDSOR WEALTH MANAGEMENT | TEWKS WEALTH MANAGEMENT, LLC | SENTINEL ADVISORY SERVICES | PENSION & WEALTH MANAGEMENT ADVISORS | LEONARD FINANCIAL GROUP | LEGACY FINANCIAL | HAGIN INVESTMENT MANAGEMENT | GREENHAVEN FINANCIAL MANAGEMENT | GLAZIER FINANCIAL ADVISORS | ESSENTIAL ASSET MANAGEMENT, LLC | EMERALD WEALTH ADVISORS | CHRISTOPHER LEE FINANCIAL | CASTLE HILL FINANCIAL | BUSINESS BENEFITS, INC. | BAY COLONY ADVISORY GROUP, INC. | BAY COLONY ADVISORS | ASYMMETRIC CAPITAL ADVISORY

CRD#: 152583 / SEC#: 801-107792

RIA
Registered Investment Advisory firm - (5/17/2016 Approved)
Connecticut
Registered Investment Advisory firm - (6/3/2016 Terminated)
Florida
Registered Investment Advisory firm - (5/19/2016 Terminated)
Georgia
Registered Investment Advisory firm - (12/10/2014 Terminated)
North Carolina
Registered Investment Advisory firm - (6/24/2016 Terminated)
Texas
Registered Investment Advisory firm - (5/19/2016 Terminated)
Loading...

Contact information

Main Address
86 Baker Avenue Extension Suite 310, Concord, MA 01742
Mailing Address
Phone number
(978) 369-7200
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BAY COLONY ADVISORS ADV PART 2A FIRM BROCHURE AND BROCHURE SUPPLEMENTS (12/2/2025)

Regulatory assets under management

Total Number of Accounts4,039
AUM (Assets Under Management)$ 1,263,305,046

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/06/2025
Cover Page
Report
09/25/2024
Cover Page
Report
10/24/2023
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.

Company Information

BAY COLONY ADVISORS

CRD#: 152583Davenport, FL

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