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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gerard Meyers is a financial advisor at Osaic Wealth, Inc. in Overland Park, KS. Jeffrey has over 30 years of experience in the financial industry. Jeffrey is licensed to provide investment advice in 13 states and has a wide range of experience working with various clients including high-net-worth individuals, corporations, and pension plans. Jeffrey's previous experience includes working with J.P. Turner & Company, LLC, Summit Brokerage Services, Cetera Investment Advisors LLC, and Cetera Advisor Networks LLC. Jeffrey is a Chartered Financial Consultant and is committed to providing his clients with personalized financial advice.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
KS
01/17/2025 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
09/21/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (OVERLAND PARK KS)
KS
02/14/2011 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (OVERLAND PARK KS)
KS
06/15/2007 - 02/11/2011
QA3 FINANCIAL CORP. (OVERLAND PARK KS)
KS
05/31/2006 - 06/19/2007
NATIONAL PLANNING CORPORATION (OVERLAND PARK KS)
KS
04/05/2004 - 06/15/2006
ONEAMERICA SECURITIES, INC. (OVERLAND PARK KS)
NY
05/03/1999 - 04/07/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
12/04/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
TX
09/22/1993 - 12/11/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
05/24/1993 - 09/03/1993
CENTURY INVESTORS OF AMERICA, INC.
NA
01/07/1992 - 05/10/1993
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 03/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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