Myers Financial Group, Inc.

Myers Financial Group, Inc. (CRD# 135465) is a financial advisory firm headquartered in Ramona, CA. They manage $35,491,525 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Post Office Box 3130, Ramona, CA 92065
http://www.myersfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $228,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Myers Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jerrilynn Myers, financial advisor Ramona CA
Jerrilynn C. Myers
CRD#: 2819317
Ramona, CA
96
Wealthminder
score

Jerrilynn Myers (CRD# 2819317) is an Investment Advisor Representative working at Myers Financial Group, Inc. in Ramona, CA and has over 20 years of experience in the finance industry. Jerrilynn Myers 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.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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