Jordan C. Anderson

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT

Ammon, ID 83406

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CRD#: 6608222

Professional summary

Jordan Cal Anderson is a registered financial advisor currently at JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC located in Ammon, Idaho.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jordan has worked at 3 firms and has passed the Series 65 exam.

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) 09/2014-PRESENT; JOURNEY FINANCIAL SERVICES; CHIEF OPERATIONS OFFICER; SALARY; 160 HRS PER MONTH; 20 HR PER MONTH OFFERING LIFE AND ANNUITIES (2) 1/2012 Jordan Cal, LLC; Owner/Operator; Consulting Firm; Non Investment Related; 5391 E Elliott, Iona ID 83427; 30 hours/month; 0 hours/during trading; Provides clients with organizational business advice as well as graphic design services. (2) 7/2022 Champ's Heart; Board of Directors; 501(c)3 Non profit equine encounters for special needs children; Non - Investment Related; 2184 Channing Way, # 252, Idaho Falls, ID 83404; 30 hours/month; 0 hours/during trading; Voting board member responsible for marketing and website.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Cal 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 13, 2021 - Present

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

Office #1: 3040 E 17th Street Suite 2, Ammon, ID 83406

RIA

CRD#: 315237

Ammon, ID

Past

January 17, 2018 - December 17, 2021

TOWNSQUARE CAPITAL, LLC

RIA

CRD#: 288576

AMMON, ID

Past

January 29, 2016 - March 29, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

AMMON, ID

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".

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

CRD#: 315237 / SEC#: 801-122085

RIA

Registered Investment Advisory firm - (8/13/2021 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

Idaho
(8/13/2021)

IAR

Texas
(8/16/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/23/2015

Uniform Investment Adviser Law Examination

Current Firm

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

CRD#: 315237 / SEC#: 801-122085

RIA

Registered Investment Advisory firm - (8/13/2021 Approved)

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Contact information

Main Address

3040 E 17th Street Suite 2, Ammon, ID 83406

Mailing Address

Phone number

(208) 552-9169

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC - DISCLOSURE BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts	992
AUM (Assets Under Management)	$ 161,098,639

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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Jordan C. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Cal Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

TOWNSQUARE CAPITAL, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

Primary Firm SEC Registration

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/2015

Current Firm

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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