Stephanie Meyer, financial advisor San Luis Obispo CA
90 score

Stephanie Meyer

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Santa Maria, CA Apr 2014 - Current 2
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
Contact Info for Stephanie Meyer
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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