John Meklis, financial advisor Lynnfield MA
93 score

John Meklis

CRD Number: 3039298
Current Firm: Cetera Advisors LLC

John Meklis (CRD# 3039298) is an Investment Advisor Representative working at Cetera Advisors LLC in Lynnfield, MA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Oct 2016 - Current 1
Jgm Financial Lynnfield, MA Feb 2008 - Current 10
Investors Capital Corporation Lynnfield, MA Jun 2004 - Oct 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for John J. Meklis
Phone Number: 800-929-3485
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    10,963
    MILLIONS
  • Total Number of Accounts
    51,290
    ACCOUNTS
  • Average Account Value
    $213,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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