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JA

Joe Anderson

CLEARMIND CAPITAL
COLUMBUS, OH
Some features on this profile are disabled
CRD#: 7643999
JA
Joe AndersonCLEARMIND CAPITAL

Professional summary

Joe Anderson is a registered financial advisor currently at CLEARMIND CAPITAL located in Columbus, Ohio.

Joe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joe has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joe 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

August 5, 2026 - Present

CLEARMIND CAPITAL

RIA
CRD#: 334362
COLUMBUS, OH
Past

November 17, 2023 - July 2, 2026

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
COLUMBUS, OH
Past

November 24, 2022 - November 6, 2023

JPMORGAN DISTRIBUTION SERVICES, INC.

BD
CRD#: 104234
COLUMBUS, OH

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
Ohio
(8/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/1/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/6/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/5/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/23/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/27/2022
Securities Industry Essentials Examination

Current Firm

CC
CLEARMIND CAPITAL
CLEARMIND CAPITAL | CLEARMIND CAPITAL LLC

CRD#: 334362 / SEC#:

Ohio
Registered Investment Advisory firm - (1/17/2025 Approved)
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Contact information

Main Address
Columbus, OH
Mailing Address
Phone number
(419) 906-0936
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts64
AUM (Assets Under Management)$ 13,909,314

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

CLEARMIND CAPITAL

CRD#: 334362Columbus, OH

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