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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-30
  • OH RA
    APPROVED
    Since 2025-01-30

Branch Locations

5500 Harrison Ave Suite A, Cincinnati, OH 45248 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2016 03/2021
Lpl Financial Llc Cincinnati OH 03/2021 12/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 12/2021 12/2024
Bank Of America, N.A. Cincinnati OH 02/2022 12/2024
Raymond James Financial Services Advisors, Inc. Cincinnati OH 01/2025 Present
Raymond James Financial Services, Inc. Cincinnati OH 01/2025 Present
Previous Registrations
Other Businesses

(1)Name of Business: J. Owens Wealth Planning Address: 5500 Harrison Ave Ste A, Cincinnati, OH, 45248-2361, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/16/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: JM Meier LLC Address: 6996 Ruwes Oak Dr, Cincinnati , OH, 45248, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/28/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner LLC for payroll and expenses for RJFS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-04
S63 Uniform Securities Agent State Law Examination 1996-09-12
  • S66 Uniform Combined State Law Examination
    2014-04-04
  • S63 Uniform Securities Agent State Law Examination
    1996-09-12
Other Names
  • Jeffrey M Meier
  • Jeffrey Meier

View on SEC IAPD

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