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Adam Meinrod

31 Years of Experience
Jacksonville, FL
Broker

Adam Meinrod is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

9822 Tapestry Park Circle, Suite 202, Jacksonville, FL, 32246

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History

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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Other Business Activities

Adam is an owner/proprietor of Meinrod and Leeper LLC since 2018, acting as a partner for business decisions. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2005 - Present · 20 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2005 - Present · 20 yrs 8 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
May 1997 - September 2005 · 8 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
May 1997 - September 2005 · 8 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
April 1997 - May 1997 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1994 - April 1997 · 2 yrs 8 mos
State Registrations45 states
ALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNVNYOHORPAPRSCTNTXUTVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.