Ioannis Konstantinos Meras

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2008 → Present
  United Planners' Financial Services
  Scottsdale, AZ
• 04/2015 → Present
  Meras Financial
  San Jose, CA
• 03/2017 → 07/2019
  Ioannis K. Meras
  San Jose, CA
• 04/2015 → Present
  Meras Financial
  San Jose, CA
• 09/1992 → Present
  Ioannis K. Meras
  San Jose, CA

Previous Registrations

• 2005-07-29 → 2008-11-25
  Associated Planners Investment Advisory Inc
  Morgan Hill, CA
• 2005-08-26 → 2008-11-24
  Associated Securities Corp.
  Morgan Hill, CA
  San Jose, CA

Other Businesses

1.) IOANNIS K. MERAS - INSURANCE AGENT - NON-VARIABLE INSURANCE - SAN JOSE, CA - SINCE 09/1992 - INVESTMENT RELATED 2.) MERAS FINANCIAL POWERED BY WEALTH AVENUE - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - SAN JOSE, CA - SINCE 07/2015 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2005-06-24
• S63 Uniform Securities Agent State Law Examination
  1991-07-22

Other Names

• Yo Meras