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

Jonathan Jed Meyers

LPL Financial LLCBD affiliatedHanscom A F B, Madual registrantIAPD 5048843

Feed of 09/14/2026

Also filed as Jonathan J Meyers

At current firm

0 y

since Mar 4, 2026

In the industry

20 y

since Mar 4, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Mar 4, 2026 · Hanscom A F B, Ma
LPL Enterprise, LLC BD affiliated
Feb 6, 2025 to Feb 19, 2026 · Wakefield, Ma
Citizens Securities, Inc. BD affiliated
Sep 29, 2021 to Sep 16, 2024 · Woburn, Ma
Allstate Financial Advisors, LLC BD affiliated
Jun 21, 2019 to Sep 8, 2021 · Somerville, Ma
LPL Financial LLC BD affiliated
Feb 28, 2017 to Jun 6, 2019 · Westwood, Ma
Trilogy Capital, Inc. independent RIA
Jul 5, 2016 to Jan 20, 2017 · Woburn, Ma
National Planning Corporation ("Npc Of America" In Fl & Ny) former
Oct 28, 2010 to Jan 3, 2017 · Woburn, Ma
Westminster Financial Advisory Corp independent RIA
Jun 18, 2009 to Oct 19, 2010 · Beavercreek, Oh
UBS Financial Services Inc. wirehouse
Mar 7, 2006 to May 13, 2009 · Palm Beach Gardens, Fl

Moves

a registration end followed by a registration begin elsewhere

LPL Enterprise, LLC to LPL Financial LLC
left Feb 19, 2026, registered Mar 4, 2026 (13 days) · channel change inside one enterprise, not a move
Citizens Securities, Inc. to LPL Enterprise, LLC
left Sep 16, 2024, registered Feb 6, 2025 (143 days) · Affiliated broker-dealer or bank to a newly registered adviser
Allstate Financial Advisors, LLC to Citizens Securities, Inc.
left Sep 8, 2021, registered Sep 29, 2021 (21 days) · Affiliated broker-dealer or bank to another
LPL Financial LLC to Allstate Financial Advisors, LLC
left Jun 6, 2019, registered Jun 21, 2019 (15 days) · RIA to affiliated broker-dealer or bank
Trilogy Capital, Inc. to LPL Financial LLC
left Jan 20, 2017, registered Feb 28, 2017 (39 days) · Other
National Planning Corporation ("Npc Of America" In Fl & Ny) to Trilogy Capital, Inc.
left Jan 3, 2017, registered Jul 5, 2016 (-182 days) · Other
Westminster Financial Advisory Corp to National Planning Corporation ("Npc Of America" In Fl & Ny)
left Oct 19, 2010, registered Oct 28, 2010 (9 days) · Other
UBS Financial Services Inc. to Westminster Financial Advisory Corp
left May 13, 2009, registered Jun 18, 2009 (36 days) · Other

Signals

Jonathan Jed Meyers left Citizens Securities, Inc. for Lpl Enterprise, Llc (registered 2025-02-06)
Sep 16, 2024 · 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address