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JA

Jerrell L. Anderson

VANGUARD MARKETING
MALVERN, PA 19355
Some features on this profile are disabled
CRD#: 6474244
JA
Jerrell Lee AndersonVANGUARD MARKETING

Professional summary

Jerrell Lee Anderson, who also goes by Jerell L Anderson, Jerrell L Anderson Sr., Jerrell L Anderson, Jerrell Anderson, is a registered financial professional currently at VANGUARD MARKETING CORPORATION located in Malvern, Pennsylvania.

Jerrell is registered as a RR (Registered Representative) and started their career in finance in 2015. Jerrell has worked at 2 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Aliases

Jerell L Anderson | Jerrell L Anderson Sr. | Jerrell L Anderson | Jerrell 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) - BD

Click below to view Jerrell Lee 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

August 12, 2026 - Present

VANGUARD MARKETING CORPORATION

Office #1: 100 Vanguard Blvd, Malvern, PA 19355
BD
CRD#: 7452
MALVERN, PA
Past

January 14, 2026 - July 28, 2026

PFS INVESTMENTS INC.

BD
CRD#: 10111
MACON, GA
Past

January 17, 2022 - December 24, 2025

PFS INVESTMENTS INC.

BD
CRD#: 10111
ATLANTA, GA
Past

July 31, 2019 - December 31, 2021

PFS INVESTMENTS INC.

BD
CRD#: 10111
ATLANTA, GA
Past

July 14, 2015 - September 10, 2018

PFS INVESTMENTS INC.

BD
CRD#: 10111
MACON, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
Georgia
(8/13/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/13/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/10/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/14/2015
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 2/16/2020
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VM
VANGUARD MARKETING CORPORATION
VANGUARD BROKERAGE SERVICES | VANGUARD MARKETING CORPORATION

CRD#: 7452 / SEC#: , 8-21570

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
100 Vanguard Blvd, Malvern, PA 19355
Mailing Address
5951 Luckett Court Suite A1, El Paso, TX 79932-1882
Phone number
(610) 669-1000
Established
Pennsylvania since 04/21/1977
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
THE VANGUARD GROUP, INC.PARENT COMPANY
BENDL, JOHN WESLEYDIRECTOR, SENIOR VICE PRESIDENT6931980
BISORDI, JOHNDIRECTOR, VICE PRESIDENT, GENERAL COUNSEL7526828
BOATENG, AMMA ACHEAMPOMAADIRECTOR, SENIOR VICE PRESIDENT4677078
BRANCATO, MATTHEW CLARKDIRECTOR, VICE PRESIDENT6220380
JAMES, JOHN MARKDIRECTOR, SENIOR VICE PRESIDENT5594356
KADJESKI, ANDREW MICHAELCHAIRMAN, PRESIDENT, DIRECTOR, CEO4708335
PANTALONE, SALVATORE L JRPRINCIPAL FINANCIAL OFFICER2887373
PETTY, DAVIDVICE PRESIDENT5684895
STEWART, MARC CHRISTOPHERCHIEF COMPLIANCE OFFICER2688699
TRETTER, MATTHEW ANTHONYPRINCIPAL OPERATIONS OFFICER5956530

Disclosures

Regulatory Event47
Arbitration8

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

VANGUARD MARKETING CORPORATION

CRD#: 7452Malvern, PA 19355

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