Joseph Anderson
CEO at Pure Financial Advisors
Investment adviser representative in San Diego, CA
From the SEC’s public record of this individual, checked on 17 September 2026.
Joseph Anderson is a ceo of Pure Financial Advisors, LLC, a San Diego-based SEC-registered investment adviser managing $11.05B. Joseph has been registered through the firm since 7 January 2008, with 21 years in the industry across 3 firms, holds adviser registrations in California.
Counts are from the SEC record as checked on 17 September 2026. Years are measured to that date.
Role at Pure Financial Advisors#
- Title on Schedule A
- CEO
- Control
- Schedule A reports control-person status.
- Ownership
- Schedule A reports the under-5% ownership band.
- Tenure
- Reported in the role since November 2012.
The firm
Pure Financial Advisors, LLC$11.05B regulatory AUM · 76 advisory staff · 7 officesFirm profileTitle and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing
Career on record#
- Pure Financial Advisors, Llc7 January 2008 to presentSan Diego, CA · 19 years · adviser representative only · firm CRD 144316
- Centara Capital Management Group, Inc.22 November 2005 to 11 January 2008San Diego, CA · 2 years · adviser representative only · firm CRD 114880
- Piper Jaffray & Co.11 July 2005 to 7 November 2005La Jolla, CA · under a year · adviser representative only · firm CRD 665
Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 24 July 2005, which may differ from the earliest registration below. View the IAPD record
Registrations and exams#
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 7 January 2008 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 July 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 June 1999 |
| Series 7 | General Securities Representative Examination | 2 June 1999 |
| Series 51 | Municipal Fund Securities Principal Examination | 31 March 2003 |
| Series 24 | General Securities Principal Examination | 25 February 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record
Regulatory record#
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.
Where to check this individual's complete record, including any disciplinary history. View the IAPD record
Background#
Pure Financial Advisors identifies Joseph Dennis Anderson as CEO in Schedule A. Pure Financial Advisors Form ADV Part 1A, Schedule A
Background statements are attributed to the named source. Firm biographies are not regulatory records.
Common questions#
What is Joseph Anderson’s filed role?
Pure Financial Advisors identifies Joseph Dennis Anderson as CEO in Schedule A.
Source: Form ADV Part 1A, Schedule A
What does IAPD report about Joseph Anderson’s adviser registration?
IAPD reports a current investment-adviser registration through PURE FINANCIAL ADVISORS, LLC beginning 2008-01-07, checked 17 September 2026.
Answered from the records above.
Leadership at Pure Financial Advisors#
Alan Robert ClopineExecutive ChairmanCRD 5730680
Danielle Luv MartinCCOCRD 5138971
Brian Keith PerryExecutive Vice President & CIOCRD 2786332
Jason Timothy CarverCFO & Managing PartnerCRD 6928603
Eugene Henri Elias JrPresidentCRD 3113124
The other officers and owners named on the firm's Schedule A.
Sources
- IAPD individual record, CRD 3232667. Employment history, registrations and examinations.
- Form ADV Part 1A, Schedules A and B of Pure Financial Advisors, LLC, filed 11 September 2026. Title, control and ownership bands.
Retrieved 17 September 2026. The SEC record may have been amended since.
Report a correctionThis profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Joseph Anderson or Pure Financial Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.
Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser. The portrait is reproduced from the firm’s website for identification.