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Jamie Lee Meyer

Allstate Financial Services, LLC

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About Jamie Lee Meyer

Jamie Meyer is a financial professional with over 30 years of experience in the financial services industry. Jamie is currently registered with Allstate Financial Services, LLC and holds Series 7, 6, 63, 31, and SIE licenses. Previously, Jamie worked for a number of firms including MetLife Securities Inc., Capital Real Estate Securities, LLC, Phoenix Equity Planning Corporation, Vantage Securities, Inc., Citigroup Global Markets Inc., UBS Financial Services Inc., Jackson National Life Distributors, Inc., Lincoln Financial Distributors, Inc., Delaware Distributors, L.P., Hornor, Townsend & Kent, Inc., Neuberger & Berman Management Incorporated, Mutual of America Life Insurance Company, PAMCO Securities and Insurance Services, and Metropolitan Life Insurance Company. Jamie is also registered in Florida and Utah.

Firm Information

Jamie Meyer is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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.

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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Jamie Meyer’s Registration & Firm History

FL

05/10/2016 - Present

Allstate Financial Services, LLC (Dunedin FL)

FL

03/27/2015 - 05/16/2016

METLIFE SECURITIES INC. (TAMPA FL)

FL

09/30/2009 - 04/10/2015

ALLSTATE FINANCIAL SERVICES, LLC (DUNEDIN FL)

NY

05/13/2009 - 08/21/2009

CAPITAL REAL ESTATE SECURITIES, LLC (NEW YORK NY)

CT

06/22/2007 - 09/26/2008

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

FL

01/05/2007 - 04/30/2007

VANTAGE SECURITIES, INC. (MIAMI FL)

FL

09/07/2004 - 04/04/2006

CITIGROUP GLOBAL MARKETS INC. (CLEARWATER FL)

NJ

01/05/2004 - 09/30/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

TN

02/25/2002 - 12/02/2003

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

PA

12/31/2000 - 01/28/2002

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

PA

10/26/1999 - 12/31/2000

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

PA

04/19/1996 - 03/25/1999

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

NY

01/01/1995 - 05/02/1996

NEUBERGER & BERMAN MANAGEMENT INCORPORATED (NEW YORK NY)

NY

04/17/1990 - 08/25/1994

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)

NA

01/03/1989 - 12/20/1989

PAMCO SECURITIES AND INSURANCE SERVICES

MA

10/03/1988 - 12/20/1989

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

10/03/1988 - 12/20/1989

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/21/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 02/15/1995

Series 7 - General Securities Representative Examination

BC

Issued 09/27/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jamie Lee Meyer. Review regulatory record here.
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