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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)34 years in industry

JEFFREY GERARD MEYERS

Advisor at OSAIC WEALTH, INC.

OVERLAND PARK, KS

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Jun 19, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSAIC WEALTH, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 13, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Jan 13, 1992
First registration: Jun 19, 2001
Dual registered: yes, broker-dealer
Other names: JEFF G MEYERS
IAPD individual key: 2192759

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 17, 2025	n/a	yes	OVERLAND PARK, KS	Current employment
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Mar 22, 2021	Jun 29, 2023	no	OVERLAND PARK, KS\|Stilwell, KS	Previous registration
SUMMIT FINANCIAL GROUP INC	Former SEC adviser	Dec 13, 2017	May 20, 2021	no	OVERLAND PARK, KS\|Overland Park, KS	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Oct 8, 2015	Jan 24, 2025	no	Overland Park, KS\|OVERLAND PARK, KS\|Stilwell, KS	Previous registration
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Former SEC adviser	Feb 14, 2011	Dec 31, 2015	no	OVERLAND PARK, KS	Previous registration
QA3 FINANCIAL LLC	n/a	Jun 15, 2007	Feb 11, 2011	no	OVERLAND PARK, KS\|OVERLAND PARK, KS\|OMAHA, NE	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Jun 6, 2006	Jun 19, 2007	no	El Segundo, CA\|OVERLAND PARK, KS	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Apr 12, 2004	Jun 15, 2006	no	OVERLAND PARK, KS\|OVERLAND PARK, KS	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Jun 19, 2001	Apr 7, 2004	no	OVERLAND PK, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	SUMMIT FINANCIAL GROUP INC	Jan 24, 2025	Dec 13, 2017	-2,599	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	OSAIC WEALTH, INC.	Jun 29, 2023	Jan 17, 2025	568	Firm change after gap	Ibd to ibd
SUMMIT FINANCIAL GROUP INC	CETERA ADVISOR NETWORKS LLC	May 20, 2021	Mar 22, 2021	-59	Channel change	Ibd to ibd
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	CETERA INVESTMENT ADVISERS LLC	Dec 31, 2015	Oct 8, 2015	-84	Firm change after gap	Other
QA3 FINANCIAL LLC	J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Feb 11, 2011	Feb 14, 2011	3	Firm change	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	QA3 FINANCIAL LLC	Jun 19, 2007	Jun 15, 2007	-4	Firm change	Other
ONEAMERICA SECURITIES, INC.	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Jun 15, 2006	Jun 6, 2006	-9	Firm change	Other
PARK AVENUE SECURITIES LLC	ONEAMERICA SECURITIES, INC.	Apr 7, 2004	Apr 12, 2004	5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109485:13572:KS:2021-05-20	May 20, 2021	Mar 22, 2021	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (9)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jan 17, 2025 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Oct 8, 2015 to Jan 24, 2025factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Mar 22, 2021 to Jun 29, 2023factForm ADV
→ SUMMIT FINANCIAL GROUP INCRegistered adviserregistration: previous registration
Dec 13, 2017 to May 20, 2021factForm ADV
→ J P TURNER & COMPANY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 14, 2011 to Dec 31, 2015factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 15, 2007 to Feb 11, 2011factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Jun 6, 2006 to Jun 19, 2007factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Apr 12, 2004 to Jun 15, 2006factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Jun 19, 2001 to Apr 7, 2004factForm ADV

Dated events

Occurred
Jan 24, 2025
Advisor changed firm
Jeffrey Gerard Meyers left Cetera Investment Advisers Llc for Summit Financial Group Inc (registered 2017-12-13)
Form ADVobserved 6 days ago
Occurred
Jun 29, 2023
Advisor changed firm
Jeffrey Gerard Meyers left Cetera Advisor Networks Llc for Osaic Wealth, Inc. (registered 2025-01-17)
Form ADVobserved 6 days ago