John Myers, financial advisor Milwaukee WI
93 score

John Myers

CRD 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.

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Company Name Location Dates Years
Cedarwinds Investment Management Milwaukee, WI Jan 2011 - Current 5
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
Contact Info for John O. Myers
Phone Number: 414-431-7390
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $334,323
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

IL, TX, WI

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

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