Autumn Joy Anderson
Investment Adviser Representative at Verita Strategic Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Autumn Joy Anderson is an investment adviser representative with Verita Strategic Wealth Partners, LLC in San Francisco, CA, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Iconiq Capital, LLC and Jordan PARK Group LLC. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 66 (combined investment adviser and state securities agent). They are registered to provide investment advice in California.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2014 – Sep 2017San Francisco, CA
- Sepio Capital, LLCSep 2017 – Nov 2019San Francisco, CA
- Jordan PARK Group LLCNov 2019 – Mar 2024San Francisco, CA
- ICONIQ CapitalMar 2024 – Jul 2025San Francisco, CA
- Verita Strategic Wealth PartnersJul 2025 – no end date reportedSan Francisco, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Verita Strategic Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Co-sourced family office services, strategic wealth management, personalized financial planning, and bespoke solutions covering personal wealth, business ownership, impact, family, and legacy.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Francisco, CA
- SEC file number:
- 801-132313
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 20, 2026
View full firm profileOther advisors at Verita Strategic Wealth Partners, LLC
2 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Autumn Joy Anderson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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