Hi, I'm Jason Anderson.

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TL;DR

FinTech Operator.

Municipal bonds → broker-dealers → wealth tech.
Head of Operations at Ethic.

Background

After graduating college in 2010, I joined Roosevelt and Cross, a municipal bond dealer. I traded and sold munis, but became increasingly interested in the inner workings of these heavily regulated entities.

In 2017, I joined Neighborly, where I opened the New York office, launched a Broker-Dealer, and built a municipal bond investment platform. We onboarded dozens of city and state government partners and transacted over $100 million in securities to individual investors—giving me firsthand experience scaling financial services infrastructure inside a tech startup.

In 2019, I joined a small team at Addepar to incubate Marketplace, the company's first new business unit. We used Addepar's data and client base to deliver analytics, financial product access, and digital execution. I served as COO of the Broker-Dealer we launched, alongside a new Investment Advisor.

In 2025, I joined Ethic as Head of Operations, bringing my financial services and ops experience to a technology platform transforming how wealth managers deliver personalized investing at scale to their clients.

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Where to go from here?

Connect with me on LinkedIn,
or Email me at jason(at)andersonfamilyventures(dot)com

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Thank you!

Jason Anderson