Joshua B. Anderson

NESTIMATE

ST PETERSBURG, FL 33701

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CRD#: 5886134

Professional summary

Joshua Brooks Anderson, who also goes by Joshua Brooks Anderson, Joshua Anderson, is a registered financial advisor currently at NESTIMATE located in St Petersburg, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joshua has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Brooks Anderson | Joshua 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.

I am the Founder of The Retirement Innov8ion Lab which produces thoughtful leadership and innovative ideas for the retirement plan industry. I am the Chief Investment Officer for Nestimate, Inc., the parent company of Nestimate Investment Management, LLC. Nestimate, Inc is a fintech firm that offers tools to financial advisors to analyze in-plan annuities. I spend approximately 5% of my time engaged in these activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Brooks 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 13, 2024 - Present

NESTIMATE

Office #1: 200 Central Ave 4th Floor, St Petersburg, FL 33701

RIA

CRD#: 330306

ST PETERSBURG, FL

Past

May 4, 2022 - January 18, 2024

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

St. Petersburg, FL

Past

July 13, 2018 - April 8, 2022

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

November 9, 2012 - July 6, 2018

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

December 6, 2011 - October 19, 2012

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

April 8, 2011 - October 18, 2012

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

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
(6/13/2024)

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: 12/1/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/14/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/6/2011

General Securities Representative Examination

Current Firm

NESTIMATE

NESTIMATE | NESTIMATE INVESTMENT MANAGEMENT LLC

CRD#: 330306 / SEC#:

Florida

Registered Investment Advisory firm - (6/13/2024 Approved)

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Contact information

Main Address

200 Central Ave 4th Floor, St Petersburg, FL 33701

Mailing Address

Phone number

(813) 520-2177

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Joshua B. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Brooks Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

NESTIMATE

FRANKLIN DISTRIBUTORS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2011

Series 63

Date: 4/14/2011

SIE

Date: 10/1/2018

Series 7

Date: 4/6/2011

Current Firm

NESTIMATE

Contact information

Documents

Red Flags

Company Information

NESTIMATE

TRUST BUT VERIFY

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