J K. Meaders
CETERA INVESTMENT ADVISERS LLC
Atlanta, GA 30319
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CRD#: 3020658
Professional summary
J Kevin Meaders, CFP®, who also goes by Jerald Kevin Meaders, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Atlanta, Georgia and CETERA WEALTH SERVICES, LLC located in Atlanta, Georgia.
J is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. J has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jerald Kevin Meaders
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. NAME OF ENTITY: Magellan Legal, LLC; No; 4170 ASHFORD DUNWOODY RD STE 480; BROOKHAVEN; GA; 30319; Law Firm - Estate Planning & Probate; Owner - 50%; 1/1/2004; 16; 16; Provide wills, trusts, probate services. 2. NAME OF ENTITY: Independent Insurance Agent; Yes; 4170 ASHFORD DUNWOODY RD STE 480; BROOKHAVEN; GA; 30319; Fixed Insurance Sales; Independent Insurance Agent; 11/25/2008; 16; 16; Sales of Fixed Insurance Products 3. NAME OF ENTITY: Magellan Planning Group, Inc; Yes; 4170 ASHFORD DUNWOODY RD STE 480; BROOKHAVEN; GA; 30319; DBA; President; 1/1/2009; 160; 160; marketing entity used for sales and service of financial services and advisory services 4. NAME OF ENTITY: Magellan Legal, LLC; No; 4170 ASHFORD DUNWOODY RD STE 480; BROOKHAVEN; GA; 30319; estate planning law firm; attorney; 1/1/2009; 16; 16; provide legal services such as trusts, wills, and various other services in connection with estate planning 5. NAME OF ENTITY:KEVIN MEADERS- AUTHOR; No; 4170 ASHFORD DUNWOODY RD STE 480; BROOKHAVEN; GA; 30319; AUTHOR; AUTHOR; 1/25/2018; 15; 4; AUTHOR OF BOOKS AND FINANCIAL PLANNING ARTICLES 6. NAME OF ENTITY: Get My Future Right; No; 4170 Ashford Dunwoody Rd Suite 480; Atlanta; GA; 30319; tag line in his advertising; President; 1/8/2017; 10; 0; Landing page includes advertisements for: my book "The Market Bubble Survival Guide" 7. NAME OF ENTITY: The Sitchin Society, Inc; No; 4170 Ashford Dunwoody Rd Ste 480; Atlanta; GA; 30319; NON-PROFIT ORGANIZATION; President; 7/11/2020; 10; 0; developing content for the website, giving public talks, and expanding the charity's public exposure.
CRS (Client Relationship Summary) - RIA
Click below to view J Kevin Meaders's 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®
Start date: 1999
Experience
Current
March 22, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 4170 Ashford Dunwoody Rd, Ste 480, Atlanta, GA 30319RIA
CRD#: 105644
Atlanta, GA
Current
June 9, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 4170 Ashford Dunwoody Rd Ste 480, Atlanta, GA 30319BD
CRD#: 13572
Atlanta, GA
Past
June 9, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
January 7, 2009 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
ATLANTA, GA
Past
December 19, 2008 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
ATLANTA, GA
Past
June 1, 2006 - April 16, 2009
OPTIMUM WEALTH MANAGEMENT, LLC
RIA
CRD#: 132422
WOODSTOCK, GA
Past
April 3, 2003 - December 22, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
ATLANTA, GA
Past
November 27, 2000 - December 22, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ATLANTA, GA
Past
August 12, 1998 - November 28, 2000
FIRST MONTAUK SECURITIES CORP.
BD
CRD#: 13755
RED BANK, NJ
Past
April 3, 1998 - August 11, 1998
CENTENNIAL CAPITAL MANAGEMENT, INC.
BD
CRD#: 38988
ATLANTA, GA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Alabama(6/9/2021)
RR
California(6/9/2021)
RR
Colorado(6/9/2021)
RR
Connecticut(6/9/2021)
RR
Florida(6/10/2021)
RR
Georgia(6/9/2021)
IAR
Georgia(3/22/2023)
RR
Illinois(6/9/2021)
RR
Indiana(6/9/2021)
RR
Kentucky(6/9/2021)
RR
Maine(8/31/2022)
RR
Maryland(6/9/2021)
RR
Massachusetts(6/9/2021)
RR
Michigan(6/9/2021)
RR
New Jersey(6/9/2021)
RR
New Mexico(6/9/2021)
RR
New York(6/9/2021)
RR
North Carolina(6/9/2021)
RR
Ohio(6/9/2021)
RR
Pennsylvania(6/9/2021)
RR
Rhode Island(6/9/2021)
RR
South Carolina(6/9/2021)
RR
Tennessee(6/9/2021)
RR
Texas(6/9/2021)
IAR
Texas(6/29/2023)
RR
Virginia(6/9/2021)
RR
Washington(6/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
