Jay Jonathan Meyer

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-05-21

NY RA
APPROVED

Since 2021-05-21

Branch Locations

Huntington, NY • 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

Organization	City	State	From	To
Self	Lake Success	NY	11/1989	Present
Cetera Financial Specialists Llc	Schaumburg	IL	07/1999	Present
Cetera Investment Advisers Llc	Schaumburg	IL	02/2000	Present
Advantage Insurance	Lake Success	NY	10/2016	12/2018

11/1989 → Present

Self

Lake Success, NY
07/1999 → Present

Cetera Financial Specialists Llc

Schaumburg, IL
02/2000 → Present

Cetera Investment Advisers Llc

Schaumburg, IL
10/2016 → 12/2018

Advantage Insurance

Lake Success, NY

Other Businesses

1) JAY MEYER, CPA, CFP - ACCOUNTING & TAX PRACTICE - TITLE: OWNER - STARTED 11/89 - WORK 40+HRS/WK; 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERD LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 8/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: HEALTH:

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-11-30

S63 Uniform Securities Agent State Law Examination

1999-11-30

View on SEC IAPD