J Kevin Meaders
Investment adviser representative at Magellan Planning Group
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$210MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Magellan Legal, LLCJul 2006 to now
- Magellan Planning Group, Inc.Jan 2003 to now
- Cetera Investment Advisers LLCMar 2023 to Jan 2026
- Cetera Wealth Services, LLCJun 2021 to Jan 2026
- Voya Financial AdvisorsSep 2014 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Magellan Planning Group
Legal name: Magellan Planning Group, Inc.
$210MAssets managed
251Clients
3Advisers
Under 1 yearIn 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
- 3020658
- Firm CRD
- 338739