John MyersCRD Number: 1337434
Current Firm: Cedarwinds Investment Management, LLC
John Myers (CRD# 1337434) is an Investment Advisor Representative working at Cedarwinds Investment Management, LLC in Milwaukee, WI and has over 20 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Cedarwinds Investment Management||Milwaukee, WI||Jan 2011 - Current||6|
|Semi-retired||Celebration, FL||May 2010 - Dec 2010||< 1|
|Morgan Stanley Smith Barney||New York, NY||Jun 2009 - Apr 2010||< 1|
|Citigroup Global Markets Inc.||New York, NY||Jan 2008 - Jun 2009||1|
|Unemployed||Brooklyn, NY||Feb 2007 - Dec 2007||< 1|
|Hsbc Asset Management (americas), Inc.||New York, NY||Jun 1999 - Jan 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1996|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management129MILLIONS
Total Number of Accounts385ACCOUNTS
Average Account Value$334,323
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
IL, TX, WI