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Timothy Andrew Meyer

Edward Jones

Punta Gorda, FL

CRD 5488935

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-12
FL RA APPROVED 2012-09-18
  • TX RA
    APPROVED_RES
    Since 2018-12-12
  • FL RA
    APPROVED
    Since 2012-09-18

Branch Locations

100 Madrid Blvd Suite 315, Punta Gorda, FL 33950 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 08/2009 Present
Other Businesses

GFP Reserve Type of business: Aircraft Holding Company Punta Gorda, FL Start date: 1/20/2026 Member Hours per week: 0 Hours during trading: 0 Desc: This is an asset protection strategy as directed by our estate planning attorney. The aircraft is owned by the LLC. I am a member along with my spouse. All aircraft expenses are paid for by the LLC. The LLC is funded only by its two members.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-06
  • S66 Uniform Combined State Law Examination
    2009-11-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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