Jeffrey Allen Myers

Current Employers

Employment History

• 01/2012 → 09/2021
  Ameriprise Financial Services, Inc.
  Burnsville, MN
• 09/2021 → 06/2024
  Securities America, Inc.
  Lakeville, MN
• 09/2021 → 06/2024
  Securities America Advisors
  Lakeville, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hastings, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hastings, MN

Previous Registrations

• 2021-09-10 → 2024-06-14
  Securities America Advisors, Inc.
  Lakeville, MN
• 2014-02-05 → 2021-09-14
  Ameriprise Financial Services, Llc
  Burnsville, MN
  Lakeville, MN

Other Businesses

1. DBA - Myers Financial Management 2. INSURANCE SALES POSITION: Producer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/10/2021 ADDRESS: 10880 175th Court West, Suite 280, Lakeville MN 55044 DESCRIPTION: Offering insurance services to my clients. 3. JEFFREY A MYERS LLC. POSITION: owner NATURE: Jeffrey A Myers LLC1319-1325 SE 4th St. Mpls. MN 55414 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2004 ADDRESS: 1319-1325 4th st SE, Minneapolis MN 55044 DESCRIPTION: Renting commercial property and parking. 4. HOSANNA CHURCH POSITION: leader NATURE: Church small group leader INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 2 START DATE: 10/06/2021 ADDRESS: 9600 163rd St W, Lakeville MN 55044 DESCRIPTION: Small group leader 5. TROOP 262/121 POSITION: leader NATURE: Scout leader 111 INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2021 ADDRESS: 10970 185th St W., Lakeville MN 55044 DESCRIPTION: Leader 6. JEFFREY A. AND EMILY J PROPERTIES, LLC POSITION: General Manager/ owner NATURE: Owning Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 12/28/2022 ADDRESS: 21259 Insel Lane, Lakeville MN 55044 DESCRIPTION: We will run our practice out of the building. 7. BALANCED WEALTH MANAGENM LLC POSITION: CEO, CFO, owner NATURE: LLC tax entitiy. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 95 START DATE: 01/12/2023 ADDRESS: 21259 Insel Lane, Lakeville MN 55044, United States DESCRIPTION: Tax entity for income and Expenses 8. DBA - Balanced Wealth Management 9. T AND D CABIN LLC POSITION: Partner NATURE: T and D cabin Family cabin INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/06/2023 ADDRESS: 17885 Kenai Circle, Lakeville MN 55044, United States DESCRIPTION: Using and maintaining the cabin. 10. G & A CABIN LLC POSITION: Managing Partner NATURE: LLC for a family cabin with multiple partners. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2026 ADDRESS: 21259 Insel Lane, Lakeville MN 55044, United States DESCRIPTION: Running two meetings over holiday weekends. Normal house maintenance.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-04-21

Other Names

• Jeffrey Allen Myers