Jeffrey Allen Meyer

Current Employers

Employment History

• 06/2008 → Present
  Purshe Kaplan Sterling
  Albany, NY
• 06/2008 → Present
  Seacrest Wealth Management Llc
  Rapid City, SD
• 01/2011 → Present
  Seacrest Investment Management, Llc
  Rapid City, SD

Previous Registrations

• 2007-04-02 → 2008-06-12
  Morgan Stanley & Co. Llc
  Rapid City, SD
• 2002-11-21 → 2007-04-02
  Morgan Stanley Dw Inc.
  Rapid City, SD
  Rapid City, SD

Other Businesses

1) SEACREST WEALTH MANAGEMENT, RIA: INVESTMENT RELATED, 219 Founders Drive, Suite 4, Rapid City, SD 57701 2) SEACREST INVESTMENT MANAGEMENT. INVESTMENT RELATED. 3010 WINCHESTER AVENUE, SUITE 307, PURCHASE, NY 10577. INVESTMENT ADVISORY. ADVISOR. 07/2017. 10 HRS/MO; ALL DURING TRADING HOURS. CONDUCT INVESTMENT REVIEW WITH CLIENTS TO VALIDATE THE CLIENTS' CURRENT INVESTMENT OBJECTIVES AND PREPARE RECOMMENDATIONS OF APPRROPIRATE INVESTMENT PRODUCTS. 3) Knights of Columbus, Council 1849. Not Investment Related. 1220 East Minnesota Street, Rapid City, SD 57701. Fraternal Organization. Grand Knight. 07/2017. 6 Hrs/Mo; 0 During Trading Hours. Appoint Chaplain, Membership Director, Program Director. Presides over Meetings. 4) Cheyenne River Youth Project. Not Investment Related. East Lincoln Street, Eagle Butte, SD 57625. Treasure. 04/2015. 1 Hr/Mo; 0 During Trading Hours. Approve Yearly Audit, Thank Donors, Enhance the Organizations Public Image. Assist in Budget Process and make sure Proper Financial Controls are in Place. 5)PKS Financial Services-Investment related-80 State St, Albany, NY 12207-Insurance Services-Agent-1/29/2019-15 hrs/mth-0 during trading hrs-Incorporate insurance products to provide clients a holistic financial plan. 6) Black Hills WM LLC. Investment Related. 219 Founders Park Drive, Suite 4, Rapid City, SD 57701. Business entity associated with Seacrest Wealth Management. Co-Managing Partner. Start 2/2021. 40hrs/mo, during trading hours. Investment Advisory Responsibilities. 7) Rotary Club of Rapid City Rushmore. Non-Investment Related. PO Box 8125 Rapid City SD, 57709. Charity/ Non-Profit. Board Member. 9/2025. 4. 2. Provide strategic oversight, support fundraising initiatives, and Promote membership growth, ensure fiscal responsibility. 8) South Dakota Children's Home Foundation Board of Directors. Non-Investment Related. 801 N Sycamore Avenue Sioux Falls SD, 57110. Charitable/ Non-Profit Organization. Board Member. 9/2025. 4. 2. Provide governance, strategic oversight, and fundraising support. Help manage resources responsibly; and promote community partnerships to advance the organization's mission.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-11
• S65 Uniform Investment Adviser Law Examination
  1996-04-12
• S63 Uniform Securities Agent State Law Examination
  1996-01-05

Designations

Other Names

• Jefrey Allen Meyer
• Jeff Meyer