Schwab advisor overseeing $375 million switches to Edward Jones

Schwab advisor overseeing $375 million switches to Edward Jones
Warren Anderson, who’s based in Littleton, Colorado, had been affiliated with Schwab since 1999.
MAY 30, 2023

Edward Jones announced Tuesday that an advisor who had managed $375 million at Charles Schwab has joined the firm.

Warren Anderson, who’s based in Littleton, Colorado, will be joined in the move by senior branch office administrator Debbie West.

Anderson has 23 years of experience, according to his BrokerCheck report. He had been affiliated with Charles Schwab since 1999. He began at Schwab as a financial consultant, according to the Edward Jones announcement, and then became a financial advisor.

“Edward Jones has an impactful, two-pronged support system for its financial advisors,” Anderson said in the statement. “I can rely on the firm’s robust tools and resources while also tapping my local and home office colleagues for tailored support and mentorship.”

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