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Andrew Jacob Meyer

Cetera Investment Advisers LLC

Frisco, TX

Dallas, TX

CRD 7012011

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-13
  • TX RA
    APPROVED
    Since 2026-08-13

Branch Locations

Frisco, TX • United States

3200 Olympus Blvd Ste 100 , Dallas, TX 75019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 01/2016 08/2018
J.P. Morgan Securities Llc Plano TX 08/2018 06/2021
J.P. Morgan Securities Llc Plano TX 06/2021 07/2024
Cetera Wealth Services Llc El Segundo CA 08/2026 Present
Cetera Investment Advisers Schaumburg IL 08/2026 Present
J.P. Morgan Securities Llc Plano TX 07/2024 07/2026
Previous Registrations
  • 2023-02-15 → 2024-07-15
    J.P. Morgan Securities Llc
    Columbus, OH
    Plano, TX
    Plano, TX
    Frisco, TX
    New York, NY
    Plano, TX
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-17
  • S66 Uniform Combined State Law Examination
    2022-12-17

View on SEC IAPD

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