Jeffrey Allen Meyer
Investment adviser representative at Seacrest Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Seacrest Investment Management, LLCJan 2011 to now
- Seacrest Wealth Management, LLCJun 2008 to now
- Purshe Kaplan SterlingJun 2008 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (SD).
Seacrest Wealth Management, LLC
$1.5BAssets managed
1,498Clients
35Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2682895
- Firm CRD
- 147092