Jeffrey J. Myers

COMPASS ADVISORS

Raleigh, NC

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CRD#: 3154149

Professional summary

Jeffrey Joseph Myers, who also goes by Jeff Joseph Myers, is a registered financial advisor currently at COMPASS ADVISORS located in Raleigh, North Carolina and LONG ISLAND WEALTH MANAGEMENT, INC. located in Melville, New York.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Joseph Myers

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.

Jeffrey Myers is dually-registered with Long Island Wealth Management and Compass Advisors. Jeffrey Myers has served as an investment advisor representative for Compass Advisors and as a investment advisor representative with Long Island Wealth Management since November 2018. Business is conducted from 155 Pinelawn Road, Suite 210N, Melville, NY, 11747.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Joseph Myers'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

July 15, 2021 - Present

COMPASS ADVISORS

RIA

CRD#: 288256

Raleigh, NC

Current

August 16, 2021 - Present

LONG ISLAND WEALTH MANAGEMENT, INC.

Office #1: 155 Pinelawn Road Suite 210n, Melville, NY 11747

RIA

CRD#: 173363

Melville, NY

Past

August 9, 2010 - December 26, 2014

FUSION ANALYTICS SECURITIES LLC

CRD#: 124245

CORAL SPRINGS, FL

Past

March 2, 2010 - August 17, 2010

APW CAPITAL, INC.

CRD#: 43814

ROCKAWAY, NJ

Past

June 18, 2009 - July 21, 2009

MML INVESTORS SERVICES, LLC

CRD#: 10409

SYOSSET, NY

Past

September 6, 2002 - February 17, 2006

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

March 13, 2002 - August 19, 2002

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

December 21, 2000 - March 18, 2002

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

JERSEY CITY, NJ

Past

January 29, 1999 - July 7, 2000

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

COMPASS ADVISORS

COMPASS ADVISORS | COMPASS ADVISORY GROUP LLC

CRD#: 288256 / SEC#: 801-110409

RIA

Registered Investment Advisory firm - (4/14/2017 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
(9/17/2021)

IAR

New York
(7/15/2021)

IAR

North Carolina
(7/15/2021)

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

Series 63

Date: 6/2/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/26/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/17/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/28/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COMPASS ADVISORS

COMPASS ADVISORS | COMPASS ADVISORY GROUP LLC

CRD#: 288256 / SEC#: 801-110409

RIA

Registered Investment Advisory firm - (4/14/2017 Approved)

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Contact information

Main Address

155 Pinelawn Road Suite 210 N, Melville, NY 11747

Mailing Address

Phone number

(516) 938-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COMPASS ADVISORS DISCLOSURE BROCHURE AND PRIVACY POLICY (3/3/2025)

Regulatory assets under management

Total Number of Accounts	1,079
AUM (Assets Under Management)	$ 644,083,351

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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Firm Stability Insights

Jeffrey J. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Joseph Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONG ISLAND WEALTH MANAGEMENT, INC.

FUSION ANALYTICS SECURITIES LLC

APW CAPITAL, INC.

MML INVESTORS SERVICES, LLC

FIDELITY BROKERAGE SERVICES LLC

EQUITABLE DISTRIBUTORS, LLC

NYLIFE DISTRIBUTORS LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

COMPASS ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 6/2/2009

SIE

Date: 12/26/2014

Series 7

Date: 6/17/2009

Series 6

Date: 1/28/1999

Current Firm

COMPASS ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPASS ADVISORS

TRUST BUT VERIFY

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