JM
Jason B. Myers
SILVER GROVE ADVISORY SERVICES
North Tonawanda, NY 14120
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CRD#: 6107493
JM
Professional summary
Jason Bernard Myers, ChFC®, CLU® is a registered financial advisor currently at SILVER GROVE ADVISORY SERVICES located in North Tonawanda, New York and LPL FINANCIAL LLC located in North Tonawanda, New York.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jason has worked at 5 firms and has passed the Series 66, SIE and Series 7 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)05/03/2019 - Music - Bagpipes - Business Owner - occasionally hired to play bagpipes for special events. Weddings, funerals, etc - non-inv rel - out of residential address - start: 01/1/2002 - 2 hr/mth. 2)05/03/2019 - JBM Health and Wealth Consulting LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 03/15/2019 - 190 hr/mth 130 during trading 3)05/03/2019 - JBM Health and Wealth Consulting LLC - Property and Casualty - inv rel - At reported business location(s) - start: 06/012014 - 2 hr/mth 1 during trading 4)05/03/2019 - Resource Health Advisors of New York State LLC - Insurance Agency - inv rel - At reported business location(s) - start: 08/01/2018 - 8 hr/mth 4 hr during trading 5) 5/14/2019 - SILVER GROVE FINANCIAL GROUP, INC. - DBA: (Hybrid) Silver Grove Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/01/2019 - 120 Hours Per Month/30 Hours During Securities Trading - Time Spent 40% - I provide investment advisory services through Silver Grove Financial Group, Inc., an independent investment advisor firm. I started this business activity in 05/2019. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 07/16/2025 - JBM Health & Wealth Consulting, LLC - Insurance Agency - Inv Rel - At Reported Business Location(s) - Start date: 06/16/2025 - 4hr/mnth 2 hr during trading
CRS (Client Relationship Summary) - RIA
Click below to view Jason Bernard Myers'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®
Experience
Current
July 23, 2021 - Present
SILVER GROVE ADVISORY SERVICES
Office #1: 605 Division Street Suite 11, North Tonawanda, NY 14120RIA
CRD#: 287512
North Tonawanda, NY
Current
May 3, 2019 - Present
LPL FINANCIAL LLC
Office #1: 605 Division Street, Ste. 11, North Tonawanda, NY 14120RIA
BD
CRD#: 6413
North Tonawanda, NY
Past
January 17, 2014 - May 3, 2019
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
AMHERST, NY
Past
January 18, 2013 - December 31, 2013
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
December 17, 2012 - December 31, 2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
AMHERST, 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".
SG
SILVER GROVE ADVISORY SERVICES
SIGNATURE SOLUTIONS FINANCIAL GROUP, LLC | TURNING TIDES FINANCIAL, LLC | SILVER GROVE FINANCIAL GROUP, INC. | SILVER GROVE ADVISORY SERVICES
CRD#: 287512 / SEC#: 801-110045
RIA
Registered Investment Advisory firm - (3/9/2017 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.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
Connecticut(7/5/2019)
RR
New York(5/3/2019)
IAR
New York(7/23/2021)
RR
Pennsylvania(4/29/2024)
RR
Washington(2/10/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SG
SILVER GROVE ADVISORY SERVICES
SIGNATURE SOLUTIONS FINANCIAL GROUP, LLC | TURNING TIDES FINANCIAL, LLC | SILVER GROVE FINANCIAL GROUP, INC. | SILVER GROVE ADVISORY SERVICES
CRD#: 287512 / SEC#: 801-110045
RIA
Registered Investment Advisory firm - (3/9/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
400 Sterling Drive, Orchard Park, NY 14127
Mailing Address
Phone number
(716) 800-4291
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,582 |
| AUM (Assets Under Management) | $ 326,596,386 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SILVER GROVE ADVISORY SERVICES
CRD#: 287512North Tonawanda, NY 14120TRUST BUT VERIFY
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