Jay N. Myers
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jay Nelsen Myers, who also goes by Jay Myers, was a registered financial professional .
Jay is a previously registered financial professional and started their career in finance in 1991. Jay had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 11, 2022 - June 30, 2025
CALLAHAN FINANCIAL PLANNING
April 7, 2014 - July 15, 2019
SECURITIES AMERICA, INC.
January 3, 2002 - February 4, 2002
TD AMERITRADE CLEARING, INC.
March 20, 2000 - December 31, 2001
J.P. SECURITIES, INC.
February 8, 2000 - March 20, 2000
AMERITRADE INSTITUTIONAL SERVICES, INC.
June 1, 1993 - March 17, 2000
ACCUTRADE INC.
October 24, 1991 - May 12, 1993
FBL MARKETING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CALLAHAN FINANCIAL PLANNING
CRD#: 314571 / SEC#: 801-121322
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 320 |
| AUM (Assets Under Management) | $ 86,262,185 |
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.
