JM
JM
Jean Metayer
19 Years of Experience
Charlotte, NC
1 DisclosureBrokerSells Insurance
Jean Metayer is a registered investment advisor at Cetera Investment Advisers LLC, based in Charlotte, NC, with 19 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Charlotte, NC
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Regulatory History (1)
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Customer Dispute
March 2017Denied
Other Business ActivitiesSells Insurance
Jean is an agent selling and servicing fixed insurance since 2014, dedicating full-time hours to this. She also works full-time as a financial professional at Convergent Financial Partners, LLC and owns Selwyn Strategic Capital LLC, both providing financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLC
October 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Edward JonesBroker
December 2021 - October 2024 · 2 yrs 10 mos
Edward Jones
December 2021 - October 2024 · 2 yrs 10 mos
Prudential Financial Planning Services
January 2018 - December 2021 · 3 yrs 11 mos
Pruco Securities, LLC.Broker
January 2018 - December 2021 · 3 yrs 11 mos
Waddell & Reed
October 2016 - January 2018 · 1 yr 3 mos
Waddell & ReedBroker
June 2016 - January 2018 · 1 yr 7 mos
Metlife Securities, INCBroker
January 2014 - June 2016 · 2 yrs 5 mos
Wells Fargo Securities, LLCBroker
September 2007 - January 2014 · 6 yrs 4 mos
Hsbc Securities (USA) INC.Broker
November 2006 - July 2007 · 8 mos
State Registrations8 states
FLGAMDNCNJNYSCTX
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.