JM
James P. Myers
BANKERS LIFE ADVISORY SERVICES
Daytona Beach, FL 32118
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CRD#: 7293108
JM
Professional summary
James Peter Myers, who also goes by James P Myers, Jim Myers, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Daytona Beach, Florida and BANKERS LIFE SECURITIES, INC. located in Daytona Beach, Florida.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. James has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James P Myers | Jim 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.
Working for Bankers Life & Casualty (Insurance Company) since August 2019, currently located in Daytona Beach, FL. Full time agent selling life insurance, long term care insurance, and medicare supplement insurance. PDS WAREHOUSE, LLC POSITION: Limited Partner NATURE: We own a commercial building that is rented to a tenant, i.e., commercial rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2013 ADDRESS: 680 Atlantis Road, Melbourne FL 32904, United States DESCRIPTION: I am simply a limited partner (passive individual) with 5% share of profit, loss, and capital. SILVER SANDS CIVIC ASSOCIATION POSITION: Vice-President NATURE: There are approximately 98 member homes (within Silver Sands) in this volunteer organization. There is a nominal fee to belong to the organization. The fees that are collected are used for maintaining the clubhouse, sponsoring social events, and donating to various causes within the community. Basically, this organization is a not for profit and was formed decades again for the purpose of bettering the community through socialization, monitoring legislative items that may effect the community, improving safety within the community as needed. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 5 Palm Dr., New Smyrna Beach FL 32169, United States DESCRIPTION: This position requires the person to attend monthly community board meetings where the board discusses and votes on topics related to the community's socialization, security & safety, involvement in legislative topics, and other related matters. OCEAN PROPERTIES & MANAGEMENT, INC. POSITION: REALTOR NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 12/04/2017 ADDRESS: 3500 S Atlantic Ave, New Smyrna Beach FL 32168, United States DESCRIPTION: I work independently as a realtor representing both buyers and sellers in residential real estate transactions. Organizational requirements include that I maintain my real estate license in Florida and maintaining the State's required amount of continuing education. OCEAN ASSOCIATES, INC. POSITION: Real Estate Salesperson NATURE: Real estate sales referrals INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 3500 S Atlantic Ave, New Smyrna Beach FL 32169, United States DESCRIPTION: Salesperson agrees to provide listing and selling leads to Broker from time totime, and otherwise to promote the business of serving the public in real estatetransactions to the end that each of the parties hereto may derive the greatestprofit possible.
CRS (Client Relationship Summary) - RIA
Click below to view James Peter 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®
NoneExperience
Current
August 8, 2022 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 444 Seabreeze Blvd #400, Daytona Beach, FL 32118RIA
CRD#: 281285
Daytona Beach, FL
Current
September 26, 2020 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 444 Seabreeze Blvd #400, Daytona Beach, FL 32118BD
CRD#: 173962
Daytona Beach, FL
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".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 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
California(7/16/2024)
RR
Florida(9/28/2020)
IAR
Florida(8/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 9/26/2020
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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