James K. Meyers

LAFFER TENGLER INVESTMENTS

Sottsdale, AZ 85253

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CRD#: 7353779

Professional summary

James Kirk Meyers, who also goes by Jamie Kirk Meyers, is a registered financial advisor currently at LAFFER TENGLER INVESTMENTS, INC. located in Sottsdale, Arizona.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. James has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Kirk Meyers

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.

Licensed Insurance Agent; not-investment related; 4 Melon Patch Lane, Westport, CT 06880; Insurance sales; Insurance Agent; 02/2022; Two hours per month, both of which are during securities trading hours; Implementation of insurance sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Kirk Meyers'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 2, 2023 - Present

LAFFER TENGLER INVESTMENTS, INC.

Office #1: 6730 N. Scottsdale Road Suite 230, Sottsdale, AZ 85253

RIA

CRD#: 108068

Sottsdale, AZ

Past

March 23, 2021 - June 7, 2022

THE HERBST GROUP, LLC

RIA

CRD#: 309319

WESTPORT, CT

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".

LAFFER TENGLER INVESTMENTS, INC.

LAFFER INVESTMENTS INC | LAFFER TENGLER INVESTMENTS, INC. | LAFFER TENGLER INVESTMENTS

CRD#: 108068 / SEC#: 801-56953

RIA

Registered Investment Advisory firm - (11/10/1999 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

Arizona
(5/2/2023)

IAR

Texas
(8/16/2024)

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: 3/6/2021

Uniform Investment Adviser Law Examination

Current Firm

LAFFER TENGLER INVESTMENTS, INC.

LAFFER INVESTMENTS INC | LAFFER TENGLER INVESTMENTS, INC. | LAFFER TENGLER INVESTMENTS

CRD#: 108068 / SEC#: 801-56953

RIA

Registered Investment Advisory firm - (11/10/1999 Approved)

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Contact information

Main Address

1005 17th Ave S Suite 900, Nashville, TN 37212

Mailing Address

6730 N. Scottsdale Road Suite 230, Scottsdale, AZ 85253

Phone number

(800) 838-3468

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAFFER TENGLER INVESTMENTS ADV PART 2A (9/10/2025)

LAFFER TENGLER INVESTMENTS ADV APPENDIX 1 WRAP FEE BROCHURE (9/10/2025)

Regulatory assets under management

Total Number of Accounts	673
AUM (Assets Under Management)	$ 622,024,616

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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James K. Meyers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Kirk Meyers's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAFFER TENGLER INVESTMENTS, INC.

THE HERBST GROUP, LLC

Primary Firm SEC Registration

LAFFER TENGLER INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/6/2021

Current Firm

LAFFER TENGLER INVESTMENTS, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAFFER TENGLER INVESTMENTS, INC.

TRUST BUT VERIFY

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