James A. Meiron

SYNOVUS SECURITIES

Englewood, FL 34224

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CRD#: 2405221

Professional summary

James Albert Meiron JR, who also goes by James Meiron, Jim Meiron, is a registered financial advisor currently at SYNOVUS SECURITIES, INC. located in Englewood, Florida.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. James has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Meiron | Jim Meiron

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Albert Meiron JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view James Albert Meiron JR'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

June 18, 2019 - Present

SYNOVUS SECURITIES, INC.

Office #1: 3100 S. Mccall Road, Englewood, FL 34224

RIA

CRD#: 14023

Englewood, FL

Current

June 14, 2019 - Present

SYNOVUS SECURITIES, INC.

Office #1: 3100 S. Mccall Road, Englewood, FL 34224

RIA

CRD#: 14023

Englewood, FL

Past

August 18, 2016 - June 19, 2019

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ENGLEWOOD, FL

Past

April 28, 2008 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

VENICE, FL

Past

April 22, 2008 - June 19, 2019

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

VENICE, FL

Past

March 6, 2007 - April 14, 2008

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

PORT CHARLOTTE, FL

Past

February 13, 2007 - April 14, 2008

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

PORT CHARLOTTE, FL

Past

February 28, 2005 - February 20, 2007

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA

CRD#: 111757

FORT MEYERS, FL

Past

February 24, 2005 - February 13, 2007

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

PORT CHARLOTTE, FL

Past

February 23, 2001 - February 22, 2005

SOUTHTRUST SECURITIES, LLC

CRD#: 17922

BIRMINGHAM, AL

Past

October 2, 2000 - March 6, 2001

MEDALLION EQUITIES, INC.

CRD#: 43399

MARIETTA, GA

Past

January 6, 1999 - October 4, 2000

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

October 17, 1996 - June 30, 1998

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

June 17, 1996 - September 24, 1996

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

September 28, 1995 - June 21, 1996

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

October 6, 1993 - November 2, 1994

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

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".

SYNOVUS SECURITIES, INC.

CALUMET FINANCIAL ASSOCIATES INC. | SYNOVUS SECURITIES, INC. | SYNOVUS FINANCIAL PLANNING SERVICES | CREATIVE FINANCIAL GROUP, A DIVISION OF SYNOVUS SECURITIES, INC. | CALUMET FINANCIAL ASSOCIATES, INC.

CRD#: 14023 / SEC#: 801-19690, 8-34709

RIA

Registered Investment Advisory firm - SEC (9/1/1983 Approved)

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(2/7/2022)

IAR

Colorado
(2/7/2022)

Connecticut
(8/29/2023)

IAR

Connecticut
(8/30/2023)

Florida
(6/14/2019)

IAR

Florida
(6/24/2019)

IAR

New York
(4/14/2025)

New York
(4/15/2025)

North Carolina
(1/5/2023)

IAR

North Carolina
(5/17/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/28/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/3/1994

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: 10/5/1993

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SYNOVUS SECURITIES, INC.

CRD#: 14023 / SEC#: 801-19690, 8-34709

RIA

Registered Investment Advisory firm - SEC (9/1/1983 Approved)

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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Contact information

Main Address

33 W 14th Street 3rd Floor, Columbus, GA 31901

Mailing Address

P.o. Box 2628, Columbus, GA 31902-2628

Phone number

(706) 649-2327

Established

Georgia since 06/27/1985

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

280

SEC notice filing (52 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

CREATIVE FINANCIAL GROUP ADV PART 2A (1/28/2026)

SYNOVUS SECURITIES, INC. ADV PART 2A (1/28/2026)

SYNOVUS SECURITIES, INC. APPENDIX 1 WRAP BROCHURES (1/28/2026)

Direct owners and executive officers

Name	Position	CRD#
PINNACLE FINANCIAL PARTNERS INC.	SYNOVUS SECURITIES, INC. PARENT
BROOKS, WILLIAM THOMAS	CHIEF COMPLIANCE OFFICER	5028846
ELEAM, JENNA KELLEY	CHIEF FINANCIAL OFFICER / FINOP	7801582
GUNDERSON, GENE FREDERICK	DIRECTOR OF COMPLIANCE, TRUST & BROKERAGE	2914172
KIRK, LEAH JEANETTE	CHIEF OPERATIONS OFFICER	2217286
LAW, ROBERT WARD	PRESIDENT - CFG DIVISION	1399885
MCKENZIE, MICHELLE JESSUP	ROP	2475731
SEXTON, GUY LEONARD	EVP/DIRECTOR	1204541
VARNER, ROBERT PARKER	PRESIDENT	2192715

Regulatory assets under management

Total Number of Accounts	12,411
AUM (Assets Under Management)	$ 8,445,083,014

Disclosures

Regulatory Event	10
Arbitration	2

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/22/2025	Cover Page	Report
11/22/2024	Cover Page	Report
10/27/2023	Cover Page	Report

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.

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James A. Meiron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Albert Meiron JR's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view James Albert Meiron JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNOVUS SECURITIES, INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

AMSOUTH INVESTMENT SERVICES, INC.

SOUTHTRUST SECURITIES, LLC

MEDALLION EQUITIES, INC.

NATIONWIDE SECURITIES, LLC

INVESTORS CAPITAL CORP.

OSAIC WEALTH, INC.

INVESTORS CAPITAL CORP.

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

SYNOVUS SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/2005

Series 63

Date: 2/3/1994

SIE

Date: 10/1/2018

Series 7

Date: 10/5/1993

FINRA

Current Firm

SYNOVUS SECURITIES, INC.

Contact information

SEC notice filing (52 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

SYNOVUS SECURITIES, INC.

TRUST BUT VERIFY

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