A registered broker dealer and government securities representative, Jeffrey Lloyd Anderson currently serves as Vice President and Financial Consultant at Charles Schwab & Company. In this position, he collaborates with clients to determine both short- and long-term financial goals, which he addresses via the firm's varied product portfolio. Since assuming this role in 2011, Jeffrey Lloyd Anderson has secured eligibility to receive Charles Schwab & Company's Key Contributor Award, available to the firm's top 15 percent of producers. Similarly, he was named Chairman's Club winner in 2014 and has placed among the firm's top 30 percent in 10 out of his 12 quarters with the firm, thus becoming eligible for the Charles Schwab Circle of Excellence Award.

Jeffrey Lloyd Anderson comes to his role at Charles Schwab following a successful tenure with Morgan Stanley Smith Barney, where he stood out for his successes in securing alliance partnerships with high-level executives at companies with 401K plans. Also an acknowledged leader in client relationship development, he led a variety of professional seminars while working with investors to strengthen the company portfolio. He joined the team at Morgan Stanley following success as a financial services representative with Principal Financial Group in nearby Miramar, where he added $700 million to the firm's assets under management. Backed by series 6, 7, 31, 63, 65, and 66 securities licenses, he now applies his expertise to advance Charles Schwab's assets under management and the wealth of its clients.