Stephanie MeyerCRD Number: 5925402
Current Firm: J.p. Morgan Securities LLC
Stephanie Meyer (CRD# 5925402) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Luis Obispo, CA and has over 5 years of experience in the finance industry.
Strategic Wealth Advisors Group
Lpl Financial LLC
Lpl Financial LLC
|J.p. Morgan Securities LLC||Santa Maria, CA||Apr 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Luis Obispo, CA||Aug 2011 - Jan 2014||2|
|Bank Of America, N.a.||San Luis Obispo, CA||Aug 2011 - Jan 2014||2|
|Morgan Stanley Smith Barney||San Luis Obispo, CA||May 2011 - Jul 2011||< 1|
|Homemaking||San Luis Obispo, CA||Jan 2009 - May 2011||2|
|Downey Savings And Loan||San Luis Obispo, CA||Jan 2005 - Jan 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV
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