Jacob Joseph Meis

Current Employers

Employment History

• 04/2014 → 03/2018
  Scottrade, Inc
  Irvine, CA
• 03/2018 → 09/2018
  Unemployed
  Orange, CA
• 10/2018 → 01/2019
  Global Financial Data
  San Juan Capistrano, CA
• 01/2019 → 05/2022
  Bancwest Investment Services
  Irvine, CA
• 01/2019 → 05/2022
  Bank Of The West
  Irvine, CA
• 05/2022 → 12/2024
  U.S. Bancorp Investments, Inc.
  Placentia, CA
• 05/2025 → Present
  Lpl Financial Llc
  Fullerton, CA
• 05/2025 → Present
  American First Credit Union
  Fullerton, CA
• 12/2024 → 05/2025
  Unemployed
  Orange, CA

Previous Registrations

• 2022-05-03 → 2024-11-20
  U.S. Bancorp Investments, Inc.
  Placentia, CA
  Yorba Linda, CA
  Brea, CA
• 2019-01-28 → 2022-05-09
  Bancwest Investment Services, Inc.
  Irvine, CA
  Mission Viejo, CA
  San Clemente, CA
  La Habra, CA
  Fullerton, CA
  Anaheim, CA
  Santa Ana, CA
  Tustin, CA
  Santa Ana, CA
• 2016-09-01 → 2018-03-08
  Scottrade Investment Management
  Saint Louis, MO
• 2012-11-20 → 2014-02-06
  Wells Fargo Clearing Services, Llc
  Mission Viejo, CA

Other Businesses

1) 5/20/2025- American First Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s). 2) 05/27/2025 - American First Wealth Management - DBA for LPL Business (entity for LPL business) - Start Date: 05/20/2025 - at reported business location(s). - 0 Hrs/Mth - Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-26

Other Names

• Jj Meis
• Jacob J Meis
• Jacob Joseph Meis