Best Investors Account Sign in
Inactive

Jared W Mejstrik

Compound Planning, Inc.

Omaha, NE

New York, NY

Claim This Profile
Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-08-19
  • NE RA
    APPROVED
    Since 2024-08-19

Branch Locations

Omaha, NE • United States

115 Broadway 5Th Floor, New York, NY 10006 • 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
Td Ameritrade Omaha NE 08/2017 11/2018
Gallup Omaha NE 07/2013 08/2017
Complete Weddings & Events Omaha NE 07/2015 10/2016
Smitty's Garage Omaha NE 09/2016 10/2016
Morgan Stanley Omaha NE 11/2018 09/2022
Austin Wealth Management, Llc Austin TX 10/2022 07/2024
Compound Planning New York NY 07/2024 Present
  • 08/2017 → 11/2018
    Td Ameritrade
    Omaha, NE
  • 07/2013 → 08/2017
    Gallup
    Omaha, NE
  • 07/2015 → 10/2016
    Complete Weddings & Events
    Omaha, NE
  • 09/2016 → 10/2016
    Smitty's Garage
    Omaha, NE
  • 11/2018 → 09/2022
    Morgan Stanley
    Omaha, NE
  • 10/2022 → 07/2024
    Austin Wealth Management, Llc
    Austin, TX
  • 07/2024 → Present
    Compound Planning
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-22
S63 Uniform Securities Agent State Law Examination 2017-10-16
  • S66 Uniform Combined State Law Examination
    2018-12-22
  • S63 Uniform Securities Agent State Law Examination
    2017-10-16
Other Names
  • Jared Walter Mejstrik

View on SEC IAPD

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor