Jaymon Meikle (CRD# 6099713) is an Investment Advisor Representative working at Cwm, LLC in Saint Joseph, MO and has over 9 years of experience in the finance industry.
CRD# 4572092
Wells Fargo Advisors
CRD# 16399
Berthel Fisher & Company Financial Services, Inc.
CRD# 2364849
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gertsema Wealth | Saint Joseph, MO | Jul 2022 - Current | 1 |
| Cwm, LLC | Omaha, NE | Jul 2018 - Current | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jul 2018 - Jul 2022 | 4 |
| Meikle Financial Group | Phoenix, AZ | Jun 2018 - Jun 2022 | 4 |
| Usaa Investment Management Company | Phoenix, AZ | Jan 2018 - Jul 2018 | < 1 |
| Usaa Financial Planning Services Insurance Agency | Phoenix, AZ | Oct 2017 - Jul 2018 | < 1 |
| Usaa Financial Advisors Inc. | Phoenix, AZ | Oct 2017 - Jul 2018 | < 1 |
| Lpl Financial | Phoenix, AZ | Feb 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- AZ
- MO
- NE
- TN
- TX
-
Total Assets Under Management26,774MILLIONS
-
Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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