JM
JM

Jeremy Meurer

17 Years of Experience
Anderson, IN
Broker

Jeremy Meurer is a registered investment advisor at Raymond James & Associates, INC., based in Anderson, IN, with 17 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

2625 Enterprise Drive, Anderson, IN, 46013

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2012 - Present · 14 yrs 7 mos
Raymond James & Associates, INC.
February 2012 - Present · 14 yrs 7 mos
Raymond James & Associates, INC.Broker
February 2012 - Present · 14 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - October 2011 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2008 - October 2011 · 3 yrs 8 mos
State Registrations28 states
ARAZCACOCTFLGAHIILINKSKYMIMOMSMTNCNENJNMNYOHOKORPASCWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.