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James Michael Meaders

Fidelity Personal AND Workplace Advisors

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About James Michael Meaders

James Meaders is an active Registered Representative, Investment Adviser Representative, and Investment Adviser with over 25 years of experience in the financial services industry. James Meaders is currently registered with Fidelity Personal and Workplace Advisors in Alexander, AR. James Meaders has previously held positions at Charles Schwab & Co., Inc., Securities Management & Research, Inc., St. Bernard Financial Services, Inc., Investment Professionals, Inc., Arvest Asset Management, U.S. Bancorp Investments, Inc., Firstar Investment Services, Inc., and Mercantile Investment Services, Inc. James Meaders has also held positions at various other financial institutions. James Meaders is licensed to provide financial services in several states, including Arkansas, Texas, Alabama, Colorado, Florida, Illinois, Kansas, Louisiana, Mississippi, Missouri, New Hampshire, Pennsylvania, South Carolina, and Tennessee. James Meaders specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

James Meaders is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large investment advisory firm based in Boston, MA. The firm manages over $818 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a variety of investment services, including financial planning, portfolio management, and educational seminars. Fidelity Personal and Workplace Advisors is registered with the Securities and Exchange Commission (SEC) and has a strong track record of providing comprehensive and personalized investment advice.

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Meaders’s Registration & Firm History

AR

04/28/2022 - Present

Fidelity Personal AND Workplace Advisors (ALEXANDER AR)

AR

02/28/2017 - 02/04/2022

CHARLES SCHWAB & CO., INC. (Little Rock AR)

AR

06/13/2011 - 02/10/2017

SECURITIES MANAGEMENT & RESEARCH, INC. (BRYANT AR)

AR

01/23/2008 - 06/21/2011

ST. BERNARD FINANCIAL SERVICES, INC. (BRYANT AR)

AR

05/13/2005 - 12/20/2007

INVESTMENT PROFESSIONALS, INC. (BENTON AR)

AR

08/03/2004 - 05/17/2005

ARVEST ASSET MANAGEMENT (ROGERS AR)

MN

12/01/2001 - 07/13/2004

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

NJ

01/11/2001 - 12/01/2001

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

TX

03/27/2000 - 01/09/2001

INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)

NJ

01/03/2000 - 03/28/2000

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

MO

01/04/1999 - 01/03/2000

MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)

NE

10/15/1997 - 01/04/1999

WATERHOUSE SECURITIES, INC. (OMAHA NE)

TX

02/22/1996 - 05/14/1996

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

TN

03/16/1994 - 09/14/1994

IBAA SECURITIES CORPORATION (MEMPHIS TN)

TN

03/12/1994 - 09/14/1994

VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)

AR

03/17/1992 - 07/13/1992

POWELL & SATTERFIELD, INC. (LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 11/17/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 3/23/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/16/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for James Michael Meaders. Review regulatory record here.
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