Jeffery S Meyer

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/1982 → 03/2020
  Ameriprise Financial Services, Inc.
  Chesterfield, MO
• 04/2014 → Present
  Ameriprise Financial Service, Llc
  Clarkson Valley, MO

Other Businesses

Business Ownership; Meyer Tablerock, LLC; partial owner/treasurer; Real Estate--non-rental; 16842 Kersdale Drive, , Clarkson Valley, MO, 63005; Not Investment-Related; 08/29/2022; 0 hours per month; 0 during trading hours / MBJM, LLC; Co-owner; LLC for compensation arrangement services for ameriprise compensation David R Waynick, ameriprise advisor, is co-owner; 12935 north forty drive, ste 108, st louis, MO, 63141; Not Investment-Related; 04/01/2022; 0 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-03-16

Designations

• Certified Financial Planner

Other Names

• Jeff Meyer
• Jeffery Scott Meyer