Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaymon? Claim Your ProfileJaymon Dail Meikle is a financial advisor with CWM, LLC. Jaymon has been in the industry for over 10 years. Jaymon has a strong track record of success in helping individuals and families achieve their financial goals. Jaymon provides financial planning and investment management services to a wide range of clients, including individuals, families, and businesses. Jaymon is committed to providing personalized service and working with clients to develop a financial plan that is tailored to their specific needs. Prior to joining CWM, LLC, Jaymon was a financial advisor at Cetera Advisor Networks LLC. Jaymon also has experience working with USAA Financial Advisors, Inc. and LPL Financial LLC. Jaymon is a graduate of the University of Arizona. Jaymon is a Chartered Financial Consultant. Jaymon is registered to provide investment advisory services in Arizona, Missouri, Nebraska, Tennessee, and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
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2
NE
03/25/2022 - Present
CWM, LLC (OMAHA NE)
AZ
07/10/2018 - 07/06/2022
CETERA ADVISOR NETWORKS LLC (PHOENIX AZ)
AZ
11/10/2017 - 06/29/2018
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
06/04/2013 - 10/09/2017
LPL FINANCIAL LLC (PHOENIX AZ)
IA
Issued 01/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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