J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
34yrs
Kevin Anders
Financial advisor at Lantern Wealth Advisors
Kevin Anders has worked in the financial industry for 34 years and is a fiduciary financial advisor based in San Francisco, California. After five years at McLaughlin, Piven, Vogel Securities, Kevin joined Lantern Wealth Advisors in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Lantern Wealth Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 8% by experience in San Francisco
Office111 Pine Street Suite 1215, San Francisco, CA 94111
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.54 million
Advisors at the firm21
States licensed ?1 state
Services through Lantern Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowLantern Wealth Advisors, LLCCurrent firm
- 2003 – 2008McLaughlin, Piven, Vogel Securities, Inc.Previously
Contact Kevin
Local office(415) 399-0139Ask for Kevin. (631) 454-2000Main office · Melville, NY 111 Pine Street Suite 1215San Francisco, CA 94111Office · Get directions Firm websitewww.heroldlantern.com
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Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kevin
How do I contact Kevin?
Call Kevin’s local office at (415) 399-0139 or the Lantern Wealth Advisors main office at (631) 454-2000, and ask for Kevin Anders.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 1992, about 34 years. Top 8% by experience in San Francisco.
What licenses does Kevin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Lantern Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kevin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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