Jeremy Meyer, financial advisor Simi Valley CA
77 score

Jeremy Meyer

CRD Number: 3113070
Current Firm: Hbw Advisory Services LLC

Jeremy Meyer (CRD# 3113070) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Child Development Resources Ventura County Oxnard, CA Nov 2014 - Current 2
Hbw Advisory Services LLC Oxnard, CA Feb 2014 - Current 2
Hbw Securities LLC Simi Valley, CA Dec 2013 - Current 3
Ventura Unified School District Unknown, CA Sep 2014 - Nov 2014 < 1
Solar City Oxnard, CA May 2012 - Feb 2014 1
Cause Ventura, CA Mar 2012 - May 2012 < 1
Canyon News Oxnard, CA Mar 2012 - Apr 2012 < 1
Mbrosia Oxnard, CA May 2010 - Feb 2012 1
Givvin & Associates Oxnard, CA Aug 2011 - Nov 2011 < 1
Cause Ventura, CA Sep 2009 - May 2010 < 1
Unemployed Oxnard, CA Feb 2009 - Sep 2009 < 1
Sbnc Santa Barbara, CA Feb 2008 - Feb 2009 1
Vote Blue Santa Barbara, CA Sep 2007 - Jan 2008 < 1
Unemployed Oxnard, CA Feb 2007 - Sep 2007 < 1
Lifetime Dental Oxnard, CA Dec 2006 - Feb 2007 < 1
Child Devlpmnt Resources Oxnard, CA May 2001 - Dec 2006 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
S63 Uniform Securities State Law Examination Jan 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeremy S. Meyer
Phone Number: 800-473-3856
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    241
    MILLIONS
  • Total Number of Accounts
    3,782
    ACCOUNTS
  • Average Account Value
    $63,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI

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BADGES
77

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