Jeffrey William Myers

Current Employers

Employment History

• 09/2014 → 07/2019
  Cadaret, Grant & Co., Inc.
  Lunchburg, VA
• 07/2019 → Present
  Lpl Financial Llc
  Lynchburg, VA

Previous Registrations

• 2014-09-19 → 2019-07-30
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Lynchburg, VA
  Syracuse, NY
• 2006-12-07 → 2014-10-03
  Ameriprise Financial Services, Llc
  Forest, VA
  Richmond, VA
  Lynchburg, VA
  Lynchburg, VA
• 2005-08-02 → 2006-11-14
  Edward Jones
  Burlington, NC
  Burlington, NC
• 2003-07-14 → 2005-08-02
  Banc Of America Investment Services, Inc.
  Clayton, MO
• 1999-11-10 → 2003-05-23
  Edward Jones
  Manchester, MO

Other Businesses

1)Jeffrey Wealth Management - DBA for LPL Business (entity for LPL Business) - - inv rel - at reported business location(s) - start: 07/2019 - 160 hr/mth 2) Jeffrey Properties LLC - Business Entity for Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 07/2019 3) 06/28/2022 - The Pinnacle Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Advisor/Agent - Start Date - 06/09/2022 - 5 Hours Per Month/ 1 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-30
• S63 Uniform Securities Agent State Law Examination
  1998-07-31

Other Names

• Jeff Myers