JM
ChFC
JM
ChFC

Jason Bernard Myers

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,930 clients
Average Client Portfolio
$169K average
Assets Under Management
$326.6M

Fee Structure

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Location

400 Sterling Drive, Orchard Park, NY, 14127

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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 ActivitiesSells Insurance

Jason operates JBM Health and Wealth Consulting LLC as a DBA for his LPL business, dedicating nearly full-time hours. He also provides investment advisory services through Silver Grove Financial Group, Inc., spending about half his time, and is a registered representative of LPL Financial, assisting clients in securities transactions.

Employment History
Current Registrations
Silver Grove Advisory Services
July 2021 - Present · 4 yrs 7 mos
LPL Financial LLCBroker
May 2019 - Present · 6 yrs 9 mos
LPL Financial LLC
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
MML Investors Services, LLCBroker
January 2014 - May 2019 · 5 yrs 4 mos
American Portfolios Advisors, INC
January 2013 - December 2013 · 11 mos
American Portfolios Financial Services, INC.Broker
December 2012 - December 2013 · 1 yr
State Registrations4 states
CTNYPAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.