Joel Michael Meyer

Current Employers

Meyer Financial Advisors, Inc.

Los Altos, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01

CA RA
APPROVED

Since 2025-01-01

Branch Locations

Los Altos, CA • 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

Organization	City	State	From	To
Meyer Financial Advisors, Inc.	Los Altos	CA	01/2018	Present
Administrative Software Applications, Inc.	Sunnyvale	CA	04/2004	05/2018
Meyer Financial Counseling, Llc	Los Altos	CA	01/2021	Present

01/2018 → Present

Meyer Financial Advisors, Inc.

Los Altos, CA
04/2004 → 05/2018

Administrative Software Applications, Inc.

Sunnyvale, CA
01/2021 → Present

Meyer Financial Counseling, Llc

Los Altos, CA

Other Businesses

(1) 2021-Present: Meyer Financial Counselors, LLC/investment related/Los Altos, CA/financial planning for divorcing couples and business financial consulting/CEO/January 2021 started/25 to 50% of time during business hours.//(2) 2006-Present: LKM, LLC/Not investment related/Los Altos, CA/Commercial real estate holding company/Member-Manager/Involves two percent time each month, after business hours.//(3) 2021-Present: Mongo Properties, LLC/Not investment related/Los Altos, CA/Commercial real estate holding company/Member-Manager/Involves two percent time each month, after business hours.//

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-11-10

S63 Uniform Securities Agent State Law Examination

1994-11-10

Designations

Other Names

Joel M. Meyer

View on SEC IAPD