Mark J. Myers

AMERICAN MONEY MANAGEMENT

Brawley, CA 92227

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CRD#: 4644300

Professional summary

Mark Jackson Myers is a registered financial advisor currently at AMERICAN MONEY MANAGEMENT, LLC located in Brawley, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Mark has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) MYERS FINANCIAL SERVICES: (START DATE) 08/2009-PRESENT, (YES) INVESTMENT RELATED, (ADDRESS) 220 W. MAIN ST. SUITE B. BRAWLEY, CA. 92227, (NATURE OF BUSINESS) INSURANCE RELATED, (POSITION) LIFE INSURANCE AGENT/ OWNER, (HRS/MONTH) 20-40 HRS/MONTH, (DESCRIPTION) SOLICITATION OF FIXED AND FIXED-INDEXED ANNUITIES AND LIFE INSURANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Jackson 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

May 14, 2019 - Present

AMERICAN MONEY MANAGEMENT, LLC

Office #1: 220 W. Main Street Suite B, Brawley, CA 92227

RIA

CRD#: 115357

Brawley, CA

Past

March 27, 2013 - May 9, 2019

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

BRAWLEY, CA

Past

March 6, 2013 - February 2, 2015

WFG ADVISORS, LP

RIA

CRD#: 125073

IMPERIAL, CA

Past

March 1, 2013 - February 2, 2015

WFG INVESTMENTS, INC.

CRD#: 22704

BRAWLEY, CA

Past

December 15, 2011 - February 27, 2013

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

IMPERIAL, CA

Past

November 2, 2009 - December 7, 2011

WFG ADVISORS, LP

RIA

CRD#: 125073

IMPERIAL, CA

Past

October 30, 2009 - December 7, 2011

WFG INVESTMENTS, INC.

CRD#: 22704

IMPERIAL, CA

Past

October 5, 2009 - October 20, 2009

WORKMAN SECURITIES CORPORATION

RIA

CRD#: 31898

EDEN PRAIRIE, MN

Past

October 5, 2009 - October 20, 2009

WORKMAN SECURITIES CORPORATION

CRD#: 31898

EDEN PRAIRIE, MN

Past

October 8, 2003 - July 27, 2009

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

IMPERIAL, CA

Past

March 28, 2003 - July 27, 2009

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

IMPERIAL, CA

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".

AMERICAN MONEY MANAGEMENT, LLC

CRD#: 115357 / SEC#: 801-60976

RIA

Registered Investment Advisory firm - (3/4/2002 Approved)

Alaska

Registered Investment Advisory firm - (3/4/2002 Terminated)

California

Registered Investment Advisory firm - (6/25/2002 Terminated)

Oregon

Registered Investment Advisory firm - (6/18/2002 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(9/4/2019)

IAR

California
(11/6/2024)

IAR

Texas
(5/14/2019)

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: 10/7/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/30/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/14/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/26/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMERICAN MONEY MANAGEMENT, LLC

CRD#: 115357 / SEC#: 801-60976

RIA

Registered Investment Advisory firm - (3/4/2002 Approved)

Alaska

Registered Investment Advisory firm - (3/4/2002 Terminated)

California

Registered Investment Advisory firm - (6/25/2002 Terminated)

Oregon

Registered Investment Advisory firm - (6/18/2002 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2002 Terminated)

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Contact information

Main Address

14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067

Mailing Address

P.o. Box 675203, Rancho Santa Fe, CA 92067

Phone number

(858) 755-0909

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,674
AUM (Assets Under Management)	$ 734,010,908

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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Mark J. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Jackson Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORTER INVESTMENT MANAGEMENT, LLC

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

HORTER INVESTMENT MANAGEMENT, LLC

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

WORKMAN SECURITIES CORPORATION

WORKMAN SECURITIES CORPORATION

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

AMERICAN MONEY MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2003

Series 63

Date: 4/30/2003

SIE

Date: 2/2/2015

Series 7

Date: 4/14/2007

Series 6

Date: 3/26/2003

Current Firm

AMERICAN MONEY MANAGEMENT, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN MONEY MANAGEMENT, LLC

TRUST BUT VERIFY

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