Perry Meyers (CRD# 4531432) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Highland Park, IL and has over 15 years of experience in the finance industry.
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
CRD# 4478796
Krd Financial
Score
106
CRD# 3080178
Waddell & Reed
Score
104
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank | Highland Park, IL | Jun 2017 - Current | < 1 |
| Jp Morgan Securities LLC | Highland Park, IL | Jun 2017 - Current | < 1 |
| Unemployed | Deerfield, IL | Feb 2017 - May 2017 | < 1 |
| Fidelity Brokerage Services LLC | Highland Park, IL | Mar 2015 - Jan 2017 | 1 |
| Strategic Advisors, Inc. | Highland Park, IL | Mar 2015 - Jan 2017 | 1 |
| Fidelity Investments | Highland Park, IL | Mar 2015 - Jan 2017 | 1 |
| Lincoln Financial Advisors | Chicago, IL | Nov 2012 - Mar 2015 | 2 |
| Paul Nick | Chicago, IL | Oct 2012 - Mar 2015 | 2 |
| William Blair & Company | Chicago, IL | May 2011 - Oct 2012 | 1 |
| Chase Investment Services Corp | Chicago, IL | Mar 2010 - Apr 2011 | 1 |
| E*trade Securities LLC | Chcago, IL | Aug 2009 - Mar 2010 | < 1 |
| Harrisdirect LLC | Chicago, IL | Aug 2009 - Mar 2010 | < 1 |
| Lincoln Financial Advisors | Chicago, IL | Apr 2004 - Aug 2009 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- IL
- TX
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Total Assets Under Management81,562MILLIONS
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Total Number of Accounts376,424ACCOUNTS
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Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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