Perry Meyers, financial advisor Highland Park IL
93 score

Perry Meyers

CRD Number: 4531432
Current Firm: J.p. Morgan Securities LLC

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.

Similar Advisors
Robert Ellis, financial advisor Highland Park IL
Robert K. Ellis
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
Similar Advisors
Allen Kutchins, financial advisor Highland Park IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Daniel Lockwood, financial advisor Highland Park IL
Daniel A. Lockwood
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
Contact Info for Perry S. Meyers
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Perry Meyers and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.