Jeffrey Meyer (CRD# 2682895) is an Investment Advisor Representative working at Seacrest Investment Management, LLC in Rapid City, SD and has over 28 years of experience in the finance industry. Jeffrey Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3205339
Rbc Capital Markets, LLC
CRD# 6140072
Lpl Financial LLC
CRD# 1315766
Osaic Wealth, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seacrest Investment Management, LLC | Rapid City, SD | Jan 2011 - Current | 13 |
| Purshe Kaplan Sterling | Albany, NY | Jun 2008 - Current | 15 |
| Seacrest Wealth Management LLC | Rapid City, SD | Jun 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- SD
-
Total Assets Under Management105MILLIONS
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Total Number of Accounts91ACCOUNTS
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Average Account Value$1,152,064
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CT, LA, MI, NY, SD, TX
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