Business Description
Impact Financial Consulting, LLC is a unique investment and holding firm that serves our clients in three specialized arenas; securities,insurance, and Real Estate acquisitions & development. We serve our clients through all types of Investments that are not primarily tied to the stock market. Our specialty is in the true self-directed IRA/401K format. Yet, for our clients that desire to invest in the stock market, we choose to partner with those opportunities with an emphasis on capital preservation.
General Information Gender:    Male CRD#:    4195317 Insurance License#:    196526-CO 798135-TX Name of Broker/Dealer:    Wilbanks Securities Name of Custodial Firm:    Fiserv ISS, Equity Trust, & Sterling Trust Co. States Licensed in:    CO, TX States Willing to do Business in:    CO, TX Years of Experience in Financial Services:    16 Number of Years with Current Firm:    1 Work Experience:    Jay Anderson graduated from The University of Texas with a BBA in Business with a major in Finance and a minor in Marketing. He began in the Insurance Industry in 1993 and began to focus on Financial Services in 1999. He completed his Financial Planning course of study from Kaplan College and received the Registered Financial Consultant designation. Specializes in Non-traditional investments (REITs, LPs, LLCs, etc), 401(k) Development, Retirement Planning, Commercial Real Estate, Estate Planning, Charitable Giving The licenses held by Jay Anderson are as follows: FINRA: Series 63, 65,7 and 24 in Colorado and Texas Insurance: Life, Health and Variable Products in Colorado and Texas I work with the following types of clients:    Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors
Education Academic Background   Jay Anderson graduated from The University of Texas with a BBA in Business with a major in Finance and a minor in Marketing. He began in the Insurance Industry in 1993 and began to focus on Financial Services in 1999. He completed his Financial Planning course of study from Kaplan College and received the Registered Financial Consultant designation.
Services Investment Types:    Bonds, Mortgages & Real Estate, Alternative Investments, Mutual Funds, Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
Qualifications & Memberships Certifications, Accreditations & Designations:    Registered Financial Consultant (RFC) Securities Licenses:    Series 65, Series 63, Series 7, Series 6 Insurance and Annuity Licenses:    Variable Annuity, Long Term Care, Variable Life, Disability, Accident, Annuity, Health, Life Financial Organization Memberships:    International Association of RFCs
Firm Information Number of Advisors in Office:    Up to 10 employees I work with clients as part of a team:    Yes
Compliance Registered Representative:    Yes Investment Advisor Representative:    Yes I am an acknowledged fiduciary:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-based financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $100000 Compensation Methods:    Hourly, Flat Fee, Commissions, Based on Assets Fee % Based on Assets:    1 Hourly Rate:    $175 Flat Fee Rate:    $2500 Additional Details on Charges:    I am a fee based or a commission based planner. It always depends on the level and the detail of work provided and will be negotiated in advance so there are no surprises! Minimum Fee Charged for Managed Accounts:    $1500 Minimum Fee Charged for Hourly Planning Accounts:    $350 Minimum Fee Charged for Flat Fee Accounts:    $1000
Prepared By:	Jay Anderson

Frequently Asked Questions

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