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Jason Nathaniel Anderson

Jason N. Anderson

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CRD#: 7188850
Jason Nathaniel Anderson

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Nathaniel Anderson, CFP® was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2019. Jason had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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. Oakburry LLC, not investment related, 11631 Flint Street, Overland Park, KS 66210, consulting activities as faculty member at the University of Kansas, owner, started 01/2023, less than 5 hours per week, 0 hours during securities trading hours, owner of consulting company 2. University of Kansas, not investment related, 1266 Oread Ave. Lawrence, KS 66045, Lecturer and Director of the Personal Finance Curriculum, professor, full-time employee, started 01/2020, 40 hours per week, 40 hours during securities trading hours, full-time professor 3. Forbes/Forbes Advisor, not investment related, 499 Washington Blvd, Jersey City, New Jersey 07310, Forbes Advisor Banking Advisory Board Member, volunteer helping with content, started 06/01/2024, 5 hours per month, 0 hours during securities trading hours, volunteer 4. Academy of Financial Services, not investment related, no physical address (academyfinancial.org), represent on board role in academia, started 11/01/2022, 5 hours per month, 0 hours during securities trading hours, board member 5. Financial Planning Association of Greater Kansas City, non-investment related, P.O. Box 4303, Topeka, KS 66604; nonprofit organization, Board Member, 10/24/2024, 4 hours/monthly, 0 hours during securities trading hours, appointed to the Board for FPA KC

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Past

June 20, 2024 - May 15, 2025

INTELLICENTS INVESTMENT SOLUTIONS INC

RIA
CRD#: 107498
Lawrence, KS
Past

November 14, 2019 - January 2, 2020

COPPER FINANCIAL

BD
CRD#: 168203
LENEXA, KS

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".
II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498 / SEC#: 801-51382

RIA
Registered Investment Advisory firm - (2/29/1996 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/1/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/14/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/11/2019
Securities Industry Essentials Examination

Current Firm

II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498 / SEC#: 801-51382

RIA
Registered Investment Advisory firm - (2/29/1996 Approved)
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Contact information

Main Address
100 North Broadway, Albert Lea, MN 56007
Mailing Address
Phone number
(507) 377-2919
Established
Firm type
Fiscal year end
# of Employees
67

SEC notice filing (43 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTELLICENTS INVESTMENT SOLUTIONS INC ADV 2A OCTOBER 2025 (10/24/2025)
INTELLICENTS INVESTMENT SOLUTIONS INC WRAP BROCHURE MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts6,103
AUM (Assets Under Management)$ 7,362,137,726

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/21/2024
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.

Company Information

INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498

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