Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Meyer is an Investment Advisor Representative registered with Prevail Innovative Wealth Advisors, LLC. James is based in Leawood, Kansas. James Edward Meyer holds a Series 65 license and is registered in Kansas. James has been in the financial industry since October 2024. James is also a sales associate for Johnston & Murphy and holds a Life and Health Insurance license. The focus of James’ practice includes providing investment advice and portfolio management services to high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. James is affiliated with Prevail Innovative Wealth Advisors, LLC, which specializes in providing financial advice and portfolio management services to a variety of clients, including individuals, businesses, and institutional investors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Variable annuity & life sub-account management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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KS
12/09/2024 - Present
Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)
Active
Inactive
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