James Michael Meaders

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 02/2017
  Securities Management & Research, Inc.
  Marion, IA
• 06/2011 → 02/2017
  Berthel Fisher & Company Planning
  Marion, IA
• 02/2017 → 01/2022
  Charles Schwab & Co., Inc.
  Little Rock, AR
• 02/2017 → 01/2022
  Charles Schwab Bank
  Little Rock, AR
• 01/2022 → 12/2025
  Fidelity Investments
  Germantown, TN
• 03/2025 → 12/2025
  Fidelity Investments
  Boston, MA
• 12/2025 → 03/2026
  Unemployed
  Alexander, AR
• 04/2026 → Present
  Voya Financial Advisors
  Alexander, AR

Previous Registrations

• 2025-03-31 → 2026-01-09
  Strategic Advisers Llc
  Alexander, AR
  Little Rock, AR
  Boston, MA
• 2022-03-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Alexander, AR
• 2017-02-28 → 2022-02-04
  Charles Schwab & Co., Inc.
  Little Rock, AR
  Germantown, TN
• 2011-06-13 → 2017-02-10
  Bfc Planning, Inc.
  Cedar Rapids, IA
  Brynat, AR
• 2010-02-18 → 2011-06-21
  St. Bernard Financial Services, Inc.
  Benton, AR
  Russellville, AR
  Bryant, AR
• 2005-05-13 → 2007-12-20
  Investment Professionals, Inc.
  Benton, AR
  Benton, AR
  Bryant, AR
  San Antonio, TX
  Hot Springs, AR
  Hot Springs, AR
  Little Rock, AR

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-17
• S63 Uniform Securities Agent State Law Examination
  1992-03-23

Other Names

• Mike Meaders