Jesse Anderson,

With more than 20 years of experience, Jesse prides himself on his attention to detail, organizational skills, conscientiousness and work ethic. He strives to help each client pursue their financial goals with an approach that inspires confidence and comfort in their financial plan. He believes that it’s important for clients to enjoy life in the present while still having a plan for the unexpected, preserving their wealth and helping them mitigate risk.

Jesse’s interest in finance began in college. His grandparents gifted him stock in high school, which he held onto after receiving a full academic scholarship. His father encouraged him to take a course on investments, where he gained a keen understanding of how to manage money while learning about the role of financial advisors. He put what he learned into practice with his own money and realized that teaching others how to do the same incorporated his newfound interest in finance with the path of education that he had intended to pursue.

Jesse went on to earn a Bachelor of Science degree in business administration from the University of Central Florida, majoring in finance. He entered the workforce as a financial advisor with Morgan Stanley, then moved to Merrill Lynch before joining his current home with Raymond James, earning Chartered Financial Analyst®, Certified Financial Planner™ and Certified Investment Management Analyst® professional designations along the way.

Jesse Anderson was named to the Forbes Best-In-State Wealth Advisors List for 2024.†

When outside the office, Jesse is deeply engaged with his community. He is involved with his local church and has coached Pop Warner youth football for seven years, including two undefeated seasons and two national championships, personally mentoring many of the young men he coached. During the pandemic, Jesse helped his wife homeschool five boys in addition to their two sons.

Jesse’s passions include golfing, whether with his sons, his father or his friends. He loves to travel, hiking and exploring locations ranging from our own national parks to exotic lands abroad.

Born and raised in Orlando, Florida, Jesse currently lives in Lake Mary. He and his wife, Dacia, have two sons, Manning and Winston.

†The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.