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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Meyer is a financial advisor at Raymond James Financial Services Advisors, Inc. Jennifer has been in the financial industry for over 20 years. Jennifer is registered with the state of Maryland as both a broker-dealer and an investment advisor. Jennifer has experience working with clients including high-net-worth individuals, corporations, insurance companies, and pension and profit-sharing plans. Jennifer provides financial planning, portfolio management, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
03/13/2018 - Present
Raymond James Financial Services Advisors, Inc. (ROCKVILLE MD)
VA
10/15/2013 - 05/05/2017
USAA FINANCIAL ADVISORS, INC. (Vienna VA)
MD
05/04/2010 - 09/16/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKVILLE MD)
VA
10/10/2008 - 10/09/2009
AXA ADVISORS, LLC (FALLS CHURCH VA)
MD
03/22/2006 - 07/30/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (FREDERICK MD)
NY
07/28/1998 - 06/03/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/28/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
04/21/1997 - 04/02/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/05/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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