Jay Myers, financial advisor Council Bluffs IA

Jay Myers

CRD Number: 2185563
Current Firm: Callahan Financial Planning

Jay Myers (CRD# 2185563) is an Investment Advisor Representative working at Callahan Financial Planning in Council Bluffs, IA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Ts Bank Council Bluffs, IA Nov 2021 - Current < 1
Ts Prosperity Group Council Bluffs, IA Sep 2019 - Current 2
Ts Capital, LLC Treynor, IA Sep 2019 - Apr 2021 1
Securities America Inc. La Vista, NE Feb 2016 - Sep 2019 3
Securities America Inc. La Vista, NE Jul 2014 - Feb 2016 1
Securities America Inc. La Vista, NE Oct 2013 - Jul 2014 < 1
Td Ameritrade Omaha, NE Aug 2010 - Aug 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Jay N. Myers
Phone Number: (800) 991-5195
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    249
    MILLIONS
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $306,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, IA, IL, ND, NE, TX, WI

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