JM
JM
James Meindl
11 Years of Experience
Manalapan, NJ
Broker
James Meindl is a registered investment advisor at Cetera Investment Advisers LLC, based in Manalapan, NJ, with 11 years of industry experience. James 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
198 US Highway 9 North, Suite 204, Manalapan, NJ, 07726
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2025 - Present · 7 mos
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Commonwealth Financial Network
March 2020 - October 2025 · 5 yrs 7 mos
Commonwealth Financial NetworkBroker
March 2020 - October 2025 · 5 yrs 7 mos
Blackrock Investment Management, LLC
March 2015 - March 2020 · 5 yrs
Blackrock Investments, LLCBroker
January 2015 - March 2020 · 5 yrs 2 mos
State Registrations28 states
AZCACOCTDCDEFLGAHIIAILINMAMDMONCNHNJNMNVNYOHPARISCVAWAWI
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.