William A. Meyers

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New Orleans, LA
• 05/2026 → Present
  J.P. Morgan Securities Llc
  New Orleans, LA
• 02/2022 → 05/2026
  Allervie Health
  Frisco, TX
• 06/2020 → 01/2022
  Ryan Llc
  Plano, TX
• 08/2016 → 05/2020
  Southern Methodist University
  Dallas, TX
• 09/2019 → 11/2019
  Interstate Batteries
  Dallas, TX
• 06/2019 → 08/2019
  Jpmorgan Chase Bank, N.A.
  New Orleans, LA
• 06/2018 → 08/2018
  Clavis Capital Partners
  Dallas, TX
• 06/2017 → 07/2017
  Federal Trade Commission
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-06-30

Other Names

• William Aldrich Meyers