Jody Myers is a registered investment advisor, based in Monroe, MI, with 16 years of industry experience.
Location
10 Washington Street, Monroe, MI, 48161
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jody is a 50% owner and manager of JS3 Farms, LLC, which owns vacant land intended for future farm use. This activity takes a few hours per week.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
May 2019 - Present · 7 yrs
Cetera Investment Advisers LLC
May 2019 - Present · 7 yrs
Previous Registrations
LPL Financial LLC
January 2015 - May 2019 · 4 yrs 4 mos
LPL Financial LLCBroker
January 2015 - May 2019 · 4 yrs 4 mos
J.P. Morgan Securities LLC
October 2012 - January 2015 · 2 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2015 · 2 yrs 3 mos
Chase Investment Services CORP.
September 2012 - October 2012 · 1 mo
Chase Investment Services CORP.Broker
September 2012 - October 2012 · 1 mo
PNC Investments
June 2011 - September 2012 · 1 yr 3 mos
PNC InvestmentsBroker
June 2011 - September 2012 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2010 - March 2011 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2009 - March 2011 · 1 yr 3 mos
The Prudential Insurance Company of AmericaBroker
April 1992 - August 1992 · 4 mos
Pruco Securities CorporationBroker
April 1992 - August 1992 · 4 mos
State Registrations9 states
AZCAFLKSKYMIOHVAWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.