JA
Jennifer Anderson
from The Patriot Financial Group, LLC
Jennifer Anderson is a financial advisor based in Massachusetts, Westborough,
with 21 years of experience. Jennifer currently works for
The Patriot Financial Group, LLC.
Jennifer maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jennifer Anderson works at The Patriot Financial Group, LLC
The Patriot Financial Group, LLC is a financial advisory firm based in Westborough, Massachusetts. It currently has approximately $1,629,757,890 of assets under management and employs about 69 people. The Patriot Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
55 West Street, Suite 201, Westborough, Massachusetts, 2081
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