Unclaimed
Zachery Meynard is an investment advisor representative, registered in Georgia and Mississippi, and is associated with J.p. Morgan Securities LLC. Zachery has been in the industry since 2012 and has experience working with a variety of clients, including individuals, corporations, high-net-worth individuals, pension and profit sharing plans, charitable organizations, insurance companies, and labor unions. Zachery specializes in providing financial planning, portfolio management, and pension consulting services. Zachery holds a Series 65 license and is currently registered with the firm in Louisiana and Texas.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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LA
11/20/2024 - Present
J.p. Morgan Securities LLC (New Orleans LA)
IA
Issued 11/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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