Jeffrey Meyers
Jeffrey Meyers is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Overland Park, KS, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
9300 W. 110th Street, Ste 420, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (7)
Customer Dispute
June 2025Customer Dispute
June 2021Customer Dispute
October 2020Customer Dispute
December 2010Customer Dispute
November 2010Customer Dispute
September 2010Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Jeffrey is a life and health insurance agent since 1991, dedicating minimal time to this activity. He also owns and operates rental properties and Meyers Wealth Management, LLC, spending nearly full-time on the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Franklin Financial Services CorporationBroker
Century Investors of America, INC.Broker
Century Investors of America, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.