James Anthony Meyers

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 03/2020 → Present
  Regions Bank
  Ridgeland, MS
• 01/2019 → 03/2020
  Office Products Plus
  Ridgeland, MS
• 01/2018 → 01/2019
  Paylocity Corporation
  Schaumburg, IL
• 08/2006 → 01/2018
  Office Depot
  Boca Raton, FL
• 03/2023 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 05/2023 → Present
  Cetera Investment Advisers Llc
  Ridgeland, MS

Exams

• S66 Uniform Combined State Law Examination
  2023-05-15

Other Names

• Tony Meyers