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JN

Jeffry V. Niedermeyer

RVW WEALTH LLC
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 5538720
JN

Professional summary

Jeffry V. Niedermeyer JR, who also goes by Jeffry VIncent Niedermeyer Jr., Jeffry V. Niedermeyer, is a registered financial advisor currently at RVW WEALTH LLC located in Los Angeles, California.

Jeffry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeffry has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffry Vincent Niedermeyer Jr. | Jeffry V. Niedermeyer

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 Jeffry V. Niedermeyer 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

November 15, 2024 - Present

RVW WEALTH LLC

Office #1: 1880 Century Park East Ste. 200, Los Angeles, CA 90067
RIA
CRD#: 140451
Los Angeles, CA
Past

October 19, 2023 - July 1, 2024

BRIDGE ADVISORY LLC

RIA
CRD#: 148282
PASADENA, CA
Past

October 4, 2021 - August 10, 2023

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Los Angeles, CA
Past

October 4, 2021 - August 10, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Los Angeles, CA
Past

July 22, 2021 - September 15, 2021

CITY NATIONAL ROCHDALE

RIA
CRD#: 117198
Beverly Hills, CA
Past

July 24, 2020 - September 15, 2021

CNR SECURITIES, LLC

BD
CRD#: 18466
BEVERLY HILLS, CA
Past

July 4, 2008 - May 29, 2012

MAYBANK SECURITIES USA INC.

BD
CRD#: 27861
NEW YORK, NY

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".
RW
RVW WEALTH LLC
JERUSALEM INVESTMENT FUND | THE JERUSALEM PORTFOLIO | RVW WEALTH LLC | RVW INVESTING, LLC | RVW INSURANCE SOLUTIONS, LLC

CRD#: 140451 / SEC#: 801-66674

RIA
Registered Investment Advisory firm - (7/21/2006 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
(11/15/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/16/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/15/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/24/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/2/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/3/2008
General Securities Representative Examination

Current Firm

RW
RVW WEALTH LLC
JERUSALEM INVESTMENT FUND | THE JERUSALEM PORTFOLIO | RVW WEALTH LLC | RVW INVESTING, LLC | RVW INSURANCE SOLUTIONS, LLC

CRD#: 140451 / SEC#: 801-66674

RIA
Registered Investment Advisory firm - (7/21/2006 Approved)
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Contact information

Main Address
1880 Century Park East Ste. 200, Los Angeles, CA 90067
Mailing Address
Phone number
(310) 945-4000
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (8/8/2025)

Regulatory assets under management

Total Number of Accounts2,408
AUM (Assets Under Management)$ 1,312,705,819

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.

Company Information

RVW WEALTH LLC

CRD#: 140451Los Angeles, CA 90067

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