Unclaimed
Jeffrey Myers is a registered Investment Advisor Representative with Conrad Siegel Investment Advisors. Jeffrey has been in the industry since June 1982. Jeffrey's primary registration is in Pennsylvania and has been approved since January 15, 2002. Conrad Siegel Investment Advisors is a Registered Investment Advisor based in Harrisburg, Pennsylvania. The firm has approximately 1011 clients with regulatory assets under management of $9,036,304,927. The firm specializes in providing financial planning, portfolio management for individuals and businesses, and 401(k) participant consulting and educational services.
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.
401(k) participant consulting and educational services
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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PA
01/15/2002 - Present
Conrad Siegel Investment Advisors (HARRISBURG PA)
Active
Inactive
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