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
Jennifer Lynn Meyer
Raymond James Financial Services Advisors, IncBD affiliatedRockville, Md dual registrantIAPD 2862513
Certified Financial Planner
Feed of 09/15/2026
Also filed as Jennifer L Beall
At current firm
8 y
since Mar 13, 2018
In the industry
19 y
since Dec 27, 2006 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Mar 13, 2018 · Rockville, Md
- Usaa Financial Planning Services formerOct 15, 2013 to May 5, 2017 · Bethesda, Md
- Spc Financial Inc formerApr 10, 2012 to Sep 17, 2013 · Rockville, Md
- Raymond James Financial Services Advisors, Inc BD affiliatedMay 4, 2010 to Jul 23, 2012 · Rockville, Md
- Equitable Advisors, LLC national BDOct 10, 2008 to Oct 9, 2009 · Falls Church, Va
- Voso Financial Advisers, LLC unclassifiedOct 24, 2007 to Sep 26, 2008 · Frederick, Md
- Raymond James Financial Services, Inc. unclassifiedJan 11, 2007 to Jul 30, 2008 · Frederick, Md
Moves
a registration end followed by a registration begin elsewhere
- Usaa Financial Planning Services to Raymond James Financial Services Advisors, Incleft May 5, 2017, registered Mar 13, 2018 (312 days) · Other
- Spc Financial Inc to Usaa Financial Planning Servicesleft Sep 17, 2013, registered Oct 15, 2013 (28 days) · Other
- Raymond James Financial Services Advisors, Inc to Spc Financial Incleft Jul 23, 2012, registered Apr 10, 2012 (-104 days) · Other
- Equitable Advisors, LLC to Raymond James Financial Services Advisors, Incleft Oct 9, 2009, registered May 4, 2010 (207 days) · Other
- Voso Financial Advisers, LLC to Equitable Advisors, LLCleft Sep 26, 2008, registered Oct 10, 2008 (14 days) · Other
- Raymond James Financial Services, Inc. to Voso Financial Advisers, LLCleft Jul 30, 2008, registered Oct 24, 2007 (-280 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address