John M. Meyer

SEVERIN INVESTMENTS LLC

HAUSER, ID

Some features on this profile are disabled

CRD#: 1134716

Professional summary

John Matthew Meyer, who also goes by J Matthew Meyer, is a registered financial advisor currently at SEVERIN INVESTMENTS LLC located in Hauser, Idaho.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. John has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J Matthew Meyer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 11/06/2014 - ECC FINANCIAL - INSURANCE AGENCY - DIRECT WRITING AGENT - TIME SPENT 20 HOURS PER MONTH; APPROX 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS - AT REPORTED BUSINESS LOCATIONS 2. 1/7/2019 - DONALD C. MEYER, JR. REVOCABLE TRUST DTD 10-08-15 - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Started 11/01/2018.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Matthew Meyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 15, 2016 - Present

SEVERIN INVESTMENTS LLC

RIA

CRD#: 166567

HAUSER, ID

Past

February 6, 2008 - December 31, 2015

ECC FINANCIAL

RIA

CRD#: 145230

CHESTERFIELD, MO

Past

July 6, 2007 - February 12, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

HAUSER, ID

Past

July 6, 2007 - November 29, 2023

LPL FINANCIAL LLC

CRD#: 6413

HAUSER, ID

Past

May 18, 2001 - July 10, 2007

EDWARD JONES

CRD#: 250

ST LOUIS, MO

Past

September 12, 1983 - May 18, 2001

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

June 29, 1983 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SEVERIN INVESTMENTS LLC

ECC FINANCIAL | SEVERIN INVESTMENTS LLC | SEVERIN FINANCIAL GROUP, INC. | SEVERIN ASSET MANAGEMENT

CRD#: 166567 / SEC#: 801-118181

RIA

Registered Investment Advisory firm - (3/9/2020 Approved)

California

Registered Investment Advisory firm - (4/9/2020 Terminated)

Illinois

Registered Investment Advisory firm - (3/9/2020 Terminated)

Missouri

Registered Investment Advisory firm - (3/10/2020 Terminated)

Texas

Registered Investment Advisory firm - (3/10/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(6/9/2024)

IAR

Missouri
(1/15/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/2/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/8/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/1987

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 10/20/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 6/28/1983

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/4/2007

General Securities Principal Examination

Current Firm

SEVERIN INVESTMENTS LLC

ECC FINANCIAL | SEVERIN INVESTMENTS LLC | SEVERIN FINANCIAL GROUP, INC. | SEVERIN ASSET MANAGEMENT

CRD#: 166567 / SEC#: 801-118181

RIA

Registered Investment Advisory firm - (3/9/2020 Approved)

California

Registered Investment Advisory firm - (4/9/2020 Terminated)

Illinois

Registered Investment Advisory firm - (3/9/2020 Terminated)

Missouri

Registered Investment Advisory firm - (3/10/2020 Terminated)

Texas

Registered Investment Advisory firm - (3/10/2020 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

211 North Broadway Suite 2925, St. Louis, MO 63102

Mailing Address

Phone number

(314) 983-2707

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEVERIN INVESTMENTS WRAP FEE PROGRAM BROCHURE (3/11/2025)

FIRM BROCHURE: SEVERIN INVESTMENTS LLC (3/11/2025)

Regulatory assets under management

Total Number of Accounts	561
AUM (Assets Under Management)	$ 127,648,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John M. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Matthew Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ECC FINANCIAL

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Primary Firm SEC Registration

SEVERIN INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/2007

Series 63

Date: 12/8/1983

SIE

Date: 10/1/2018

Series 7

Date: 12/19/1987

Series 22

Date: 10/20/1984

Series 6

Date: 6/28/1983

Series 24

Date: 9/4/2007

Current Firm

SEVERIN INVESTMENTS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEVERIN INVESTMENTS LLC

TRUST BUT VERIFY

Similar Advisors