Joel J. Anderson

EVERGREEN WEALTH ADVISORS

RALEIGH, NC 27609

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CRD#: 6840246

Professional summary

Joel Jerome Anderson, who also goes by Joel Anderson, is a registered financial advisor currently at EVERGREEN WEALTH ADVISORS located in Raleigh, North Carolina.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joel 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 Joel Jerome 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

December 19, 2024 - Present

EVERGREEN WEALTH ADVISORS

Office #1: 305 Church At North Hills Street Floor 12, Suite 1250, Raleigh, NC 27609

RIA

CRD#: 326535

RALEIGH, NC

Past

March 2, 2022 - November 20, 2024

VALUES ADDED FINANCIAL

RIA

CRD#: 288912

Monroeville, PA

Past

August 14, 2020 - December 20, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Pittsburgh, PA

Past

August 14, 2020 - December 20, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Pittsburgh, PA

Past

October 13, 2017 - August 17, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GREENSBURG, PA

Past

September 22, 2017 - August 17, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GREENSBURG, PA

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".

EVERGREEN WEALTH ADVISORS

EVERGREEN MONEY ADVISORS | EVERGREEN WEALTH ADVISORS

CRD#: 326535 / SEC#: 801-129001

RIA

Registered Investment Advisory firm - (11/8/2023 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

North Carolina
(12/19/2024)

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: 10/13/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/22/2017

General Securities Representative Examination

Current Firm

EVERGREEN WEALTH ADVISORS

EVERGREEN MONEY ADVISORS | EVERGREEN WEALTH ADVISORS

CRD#: 326535 / SEC#: 801-129001

RIA

Registered Investment Advisory firm - (11/8/2023 Approved)

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Contact information

Main Address

305 Church At North Hills Street Floor 12, Suite 1250, Raleigh, NC 27609

Mailing Address

5540 Centerview Dr. Ste 204 #48153, Raleigh, NC 27606-8012

Phone number

(888) 884-0557

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERGREEN WEALTH ADVISORS - PART 2A OF FORM ADV WRAP BROCHURE (11/6/2025)

Regulatory assets under management

Total Number of Accounts	779
AUM (Assets Under Management)	$ 107,622,368

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2024	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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Advisor Monitoring

Firm Stability Insights

Joel J. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Jerome Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALUES ADDED FINANCIAL

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

EVERGREEN WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/22/2017

Current Firm

EVERGREEN WEALTH ADVISORS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EVERGREEN WEALTH ADVISORS

TRUST BUT VERIFY

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