Unclaimed
John Laurenz Meyer is a financial advisor with over 15 years of experience in the industry. John is registered with Edward Jones and has earned his Series 66, Series 7, and SIE licenses. John is also registered as an Investment Advisor Representative in Oregon and Texas. John specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. In addition to working as a financial advisor, John also owns and manages a rental property and an Airbnb vacation home.
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.
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.
See schedule d - miscellaneous
1
2
OR
12/12/2018 - Present
Edward Jones (REDMOND OR)
BOTH
Issued 10/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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