Jared MeyerCRD Number: 6305445
Current Firm: Access Investment Advisors Inc.
Jared Meyer (CRD# 6305445) is an Investment Advisor Representative working at Access Investment Advisors Inc. in Manitowoc, WI and has over 3 years of experience in the finance industry.
Sii Investments, Inc.
Lpl Financial LLC
Eagle Strategies LLC
|Access Investment Advisors, Inc.||Manitowoc, WI||Jan 2014 - Current||4|
|Bmo Harris Bank||Milwaukee, WI||Nov 2012 - Jan 2014||1|
|Associated Trust Company||Green Bay, WI||Nov 2009 - Nov 2012||3|
|Valley View Drywall||Newton, WI||May 2009 - Nov 2009||< 1|
|University Of Wisconsin - Lacrosse||Lacrosse, WI||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management148MILLIONS
Total Number of Accounts559ACCOUNTS
Average Account Value$265,537
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, TX, WI