Board Member - Vice Chair · Investment Management Group
Jerry L. Anderson
CRD 6315684 · Named on Form ADV at one SEC-registered adviser
At a glance
Investment Management Group, an SEC-registered asset manager based in Billings, MT with $5.2 billion in regulatory assets, lists Jerry L. Anderson on its Form ADV as Board Member - Vice Chair, a control person.
Firms and roles
- Investment Management GroupBoard Member - Vice ChairAsset manager · Billings, MT · $5.2B in regulatory assets
AtlasMembers
Jerry’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (13)
- Ronald W. O'DonnellChairman & CEO, Investment Management Group
- Arthur W. BickleBoard Member, Investment Management Group
- William E. CoffeeBoard Member, Investment Management Group
- Caren L. CoffeeBoard Member, Investment Management Group
- Jessica R. NeumanManaging Director, Investment Management Group
8 more people named with Jerry on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jerry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.