Unclaimed
Jon P Meyer is a financial advisor who is registered with U.S. Capital Wealth Advisors, LLC in Houston, Texas. Jon is a Series 7 and Series 63 licensed individual with a Series 24 general securities principal license. Jon has experience in the financial industry since 1997. Jon's professional experience includes working with ProFutures, Inc. in Austin, Texas. Jon also has experience working with Halbert Wealth Management, Inc. in Austin, Texas. U.S. Capital Wealth Advisors, LLC has a main office located at 4444 Westheimer Rd., Suite G500 in Houston, Texas. The firm provides investment advisory services to a wide range of clients, including individuals, corporations, and institutions. The firm also offers financial planning, portfolio management, and other investment-related services. U.S. Capital Wealth Advisors, LLC has a total of 6,817,172,721 in regulatory assets under management.
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.
1
2
TX
11/19/2018 - Present
U.s. Capital Wealth Advisors, LLC (HOUSTON TX)
TX
02/11/1998 - 12/31/2012
PROFUTURES FINANCIAL GROUP, INC. (AUSTIN TX)
IA
Issued 12/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 02/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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