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JM
ChFC
JM
ChFC

Jason Myers

Silver Grove Advisory Services
13 Years of Experience
North Tonawanda, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Myers is a ChFC-designated registered investment advisor at Silver Grove Advisory Services, based in North Tonawanda, NY, with 13 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,150 clients with $450M in assets under management.

Silver Grove Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
2,150 clients
Average Client Portfolio
$211K average
Assets Under Management
$453.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.0% to 2.00% annually based on account complexity, asset level, and overall relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3200 Niagara Falls Boulevard, North Tonawanda, NY, 14120

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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 · 5 yrs 3 mos
LPL Financial LLC
May 2019 - Present · 7 yrs 5 mos
LPL Financial LLCBroker
May 2019 - Present · 7 yrs 5 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 Registrations5 states
CTFLNYPAWA
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.
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