Jay MyersCRD 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.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|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|
Total Assets Under Management249MILLIONS
Total Number of Accounts811ACCOUNTS
Average Account Value$306,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, IA, IL, ND, NE, TX, WI
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