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
Jody W Myers
Feed of 09/14/2026
Also filed as Jody Wayne Myers
At current firm
7 y
since May 8, 2019
In the industry
34 y
since Apr 10, 1992 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince May 8, 2019 · Monroe, Mi
- LPL Financial LLC BD affiliatedJan 8, 2015 to May 20, 2019 · Monroe, Mi
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Jan 8, 2015 · Riverview, Mi
- Chase Investment Services Corp. formerSep 7, 2012 to Oct 1, 2012 · Riverview, Mi
- Pnc Wealth Management BD affiliatedJun 29, 2011 to Sep 5, 2012 · Taylor, Mi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 18, 2010 to Mar 31, 2011 · Toledo, Oh
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Cetera Investment Advisers LLCleft May 20, 2019, registered May 8, 2019 (-12 days) · RIA to affiliated broker-dealer or bank · moved with a team
- J.P. Morgan Securities LLC to LPL Financial LLCleft Jan 8, 2015, registered Jan 8, 2015 (0 days) · Other · moved with a team
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Pnc Wealth Management to Chase Investment Services Corp.left Sep 5, 2012, registered Sep 7, 2012 (2 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pnc Wealth Managementleft Mar 31, 2011, registered Jun 29, 2011 (90 days) · Other
Signals
No dated event on this person.
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