Jennifer Meyer
Jennifer Meyer is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 25 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
15245 Shady Grove Road, Suite 240, Rockville, MD, 20850
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Jennifer provides educational meetings for EZ Federal Benefits Education, dedicating about 10-20% of her time. She also works as an associate/employee for Lee Sipe and Associates and Serving Those Who Serve, spending about 10-20% of her time at each as a financial planner and supporting the partners.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Spc Financial INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Voso Financial Advisers, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
More Advisors
- Peyton Randolph, CFPRaymond James Financial Services Advisors, INC
- Bobby Morton, CFPRaymond James Financial Services Advisors, INC
- Katelyn Murray, CFPRaymond James Financial Services Advisors, INC
- Tuong Ta, CFPRaymond James Financial Services Advisors, INC
- Jordan Mcfarland, CFPRaymond James Financial Services Advisors, INC
- Sandra Presgraves, CFPRaymond James Financial Services Advisors, INC