Jeffrey Meyers

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-08-15
CA	RA	APPROVED	2022-08-11

Branch Locations

Queen Creek, AZ • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	09/2009	12/2018
Bank Of America, N.A.	Jacksonville	FL	09/2009	12/2018
Morgan Stanley	Gilbert	AZ	03/2019	09/2019
Robinhood Financial, Llc	Tempe	AZ	05/2021	05/2022
Carvana	Tempe	AZ	09/2019	05/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	07/2022	Present
Unemployed	Scranton	PA	01/2019	02/2019

09/2009 → 12/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
09/2009 → 12/2018

Bank Of America, N.A.

Jacksonville, FL
03/2019 → 09/2019

Morgan Stanley

Gilbert, AZ
05/2021 → 05/2022

Robinhood Financial, Llc

Tempe, AZ
09/2019 → 05/2021

Carvana

Tempe, AZ
07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
01/2019 → 02/2019

Unemployed

Scranton, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-10
S63	Uniform Securities Agent State Law Examination	2008-03-13