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James Myron Myers

LPl Financial LLC

Madison, WI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-02
  • WI RA
    APPROVED
    Since 2026-01-02

Branch Locations

401 Charmany Dr, Madison, WI 53719 • 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
Sii Investments, Inc. Madison WI 01/2016 02/2018
First Business Bank Madison WI 01/2016 Present
Jim Myers Mount Horeb WI 11/2013 Present
Jim Myers Mount Horeb WI 08/1997 Present
Myers Farm Inc Plattville WI 01/2008 Present
Lpl Financial Llc Madison WI 02/2018 Present
  • 01/2016 → 02/2018
    Sii Investments, Inc.
    Madison, WI
  • 01/2016 → Present
    First Business Bank
    Madison, WI
  • 11/2013 → Present
    Jim Myers
    Mount Horeb, WI
  • 08/1997 → Present
    Jim Myers
    Mount Horeb, WI
  • 01/2008 → Present
    Myers Farm Inc
    Plattville, WI
  • 02/2018 → Present
    Madison, WI
Previous Registrations
  • 2017-05-10 → 2018-02-14
    Sii Investments, Inc.
    Madison, WI
Other Businesses

1. 02/14/2018 - NCAA & WIAA - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - BASKETBALL REFEREE. 2. 02/14/2018 - No Business Name- Investment Related - Blanchardville, WI - Real Estate Rental - Owner. 3. 02/14/2018 - MYERS FARMS IN987 Golfview dr., Platteville, WI. 53818 - Other - VP - Start Date 1860. 4. 12/29/2020 - Investment Services at First Business Bank - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 40 Hours Per Month During Securities Trading. 5. 06/21/2022 - Mount Horeb Area School District - Not Investment Related - 1304 E Lincoln St, Mt Horeb, WI 53572 - Non-Profit Board Member - Treasurer - Start Date - 05/02/2022 - 15 Hours Per Month/ 0 Hours During Securities Trading. 6. 09/02/2022 - First Business Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Senior Participant Services & Education Officer - Start Date - 01/21/2016 - 160 Hours Per Month/8 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-19
S63 Uniform Securities Agent State Law Examination 2002-10-04
  • S66 Uniform Combined State Law Examination
    2017-04-19
  • S63 Uniform Securities Agent State Law Examination
    2002-10-04

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