Myers Financial Group, Inc.
Myers Financial Group, Inc. (CRD# 135465) is a financial advisory firm headquartered in Ramona, CA. They manage $36,247,411 in 140 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts140ACCOUNTS
Average Account Value$258,910
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Jerrilynn Myers (CRD# 2819317) is an Investment Advisor Representative working at Myers Financial Group, Inc. in Ramona, CA and has over 21 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.