Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph Meyer is a registered Investment Advisor Representative with Fisher Investments. James has been in the industry since January 2018. James holds the Series 66, Series 7, and SIE licenses. James previously worked at Edward Jones in Casper, Wyoming. James specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/20/2019 - Present
Fisher Investments (PLANO TX)
WY
01/18/2018 - 10/10/2019
EDWARD JONES (CASPER WY)
BOTH
Issued 02/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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