Jon T. Meyer

BGM WEALTH MANAGEMENT

Bloomington, MN 55425

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CRD#: 2405548

Professional summary

Jon Thomas Meyer, CFP®, who also goes by Jon Thomas Jmeyer, is a registered financial advisor currently at BGM WEALTH MANAGEMENT located in Bloomington, Minnesota.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jon has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Thomas Jmeyer

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.

PARTNER - CORNERSTONE PRIVATE ASSET TRUST CO. LLC - A TRUST COMPANY -5% OWNER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Thomas 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®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

June 3, 2013 - Present

BGM WEALTH MANAGEMENT

Office #1: 7900 International Drive Suite 800, Bloomington, MN 55425

RIA

CRD#: 110483

Bloomington, MN

Past

October 21, 1993 - July 8, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 21, 1993 - July 8, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

BGM WEALTH MANAGEMENT

CRD#: 110483 / SEC#: 801-53285

RIA

Registered Investment Advisory firm - (11/18/1996 Approved)

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

California
(7/16/2024)

IAR

Minnesota
(12/2/2013)

IAR

Texas
(12/2/2013)

IAR

Wisconsin
(7/16/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/20/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/2/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/20/1993

General Securities Representative Examination

Current Firm

BGM WEALTH MANAGEMENT

CRD#: 110483 / SEC#: 801-53285

RIA

Registered Investment Advisory firm - (11/18/1996 Approved)

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Contact information

Main Address

7900 International Drive Suite 800, Bloomington, MN 55425

Mailing Address

Phone number

(952) 844-2500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BGM WEALTH ADV 2 DECEMBER 2024 (1/14/2025)

Regulatory assets under management

Total Number of Accounts	814
AUM (Assets Under Management)	$ 433,347,404

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/23/2025	Cover Page	Report
10/16/2024	Cover Page	Report
01/19/2024	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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Jon T. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Thomas Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

BGM WEALTH MANAGEMENT

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BGM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2002

Series 63

Date: 11/2/1993

Series 7

Date: 10/20/1993

Current Firm

BGM WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BGM WEALTH MANAGEMENT

TRUST BUT VERIFY

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