Jeffrey Meyers
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey Meyers Jr, CFP®, who also goes by Jeffrey Meyers, Jeffrey J Meyers, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 2016. Jeffrey had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2018
Experience
September 4, 2020 - September 30, 2021
BUCKINGHAM STRATEGIC WEALTH, LLC
June 26, 2017 - October 11, 2019
ALPINE PRIVATE WEALTH
June 5, 2017 - October 14, 2019
IMST DISTRIBUTORS, LLC
August 24, 2016 - April 13, 2017
OSAIC WEALTH, INC.
June 13, 2016 - April 13, 2017
OSAIC WEALTH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BUCKINGHAM STRATEGIC WEALTH, LLC
CRD#: 143323 / SEC#: 801-67640
Contact information
Regulatory assets under management
| Total Number of Accounts | 51,749 |
| AUM (Assets Under Management) | $ 29,509,452,509 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/27/2024 | ||
| 01/24/2024 | ||
| 07/22/2022 |
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.
