DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Gerard Meyers
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Jeff G Meyers
At current firm
1 y
since Jan 17, 2025
In the industry
34 y
since Jan 13, 1992 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Jan 17, 2025 · Overland Park, Ks
- Cetera Advisor Networks LLC formerMar 22, 2021 to Jun 29, 2023 · Overland Park, Ks
- Summit Financial Group Inc formerDec 13, 2017 to May 20, 2021 · Overland Park, Ks
- Cetera Investment Advisers LLC BD affiliatedOct 8, 2015 to Jan 24, 2025 · Overland Park, Ks
- J P Turner & Company Capital Management, LLC formerFeb 14, 2011 to Dec 31, 2015 · Overland Park, Ks
- Qa3 Financial LLC unclassifiedJun 15, 2007 to Feb 11, 2011 · Overland Park, Ks
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerJun 6, 2006 to Jun 19, 2007 · El Segundo, Ca
- Oneamerica Securities, Inc. BD affiliatedApr 12, 2004 to Jun 15, 2006 · Overland Park, Ks
- Park Avenue Securities LLC BD affiliatedJun 19, 2001 to Apr 7, 2004 · Overland Pk, Ks
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Summit Financial Group Incleft Jan 24, 2025, registered Dec 13, 2017 (-2599 days) · Other
- Cetera Advisor Networks LLC to Osaic Wealth, Inc.left Jun 29, 2023, registered Jan 17, 2025 (568 days) · Affiliated broker-dealer or bank to another
- Summit Financial Group Inc to Cetera Advisor Networks LLCleft May 20, 2021, registered Mar 22, 2021 (-59 days) · channel change inside one enterprise, not a move · moved with a team
- J P Turner & Company Capital Management, LLC to Cetera Investment Advisers LLCleft Dec 31, 2015, registered Oct 8, 2015 (-84 days) · Other
- Qa3 Financial LLC to J P Turner & Company Capital Management, LLCleft Feb 11, 2011, registered Feb 14, 2011 (3 days) · Other
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Qa3 Financial LLCleft Jun 19, 2007, registered Jun 15, 2007 (-4 days) · Other
- Oneamerica Securities, Inc. to National Planning Corporation ("Npc Of America" In Fl & Ny)left Jun 15, 2006, registered Jun 6, 2006 (-9 days) · Other
- Park Avenue Securities LLC to Oneamerica Securities, Inc.left Apr 7, 2004, registered Apr 12, 2004 (5 days) · Other
Signals
- Jeffrey Gerard Meyers left Cetera Investment Advisers Llc for Summit Financial Group Inc (registered 2017-12-13)Jan 24, 2025 · Advisor changed firm · fact
- Jeffrey Gerard Meyers left Cetera Advisor Networks Llc for Osaic Wealth, Inc. (registered 2025-01-17)Jun 29, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address