Jonathan Jed Meyers
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCFeb 2026 to now
- Hanscom Federal Credit UnionFeb 2026 to now
- LPL EnterpriseJan 2025 to Jan 2026
- UnemployedOct 2024 to Dec 2024
- Citizens Securities Inc.Sep 2021 to Sep 2024
- Allstate Insurance CompanyMay 2019 to Sep 2021
- LPL Financial, LLCJan 2017 to May 2019
- Trilogy Capital, Inc.Nov 2015 to Jan 2017
- Natinal Planning CorporationOct 2010 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5048843
- Firm CRD
- 6413