Jeffry V. Niedermeyer
Investment adviser representative at Rvw Wealth LLC
10 yearsExperience
1 stateRegistered in
$1.9BFirm assets
20 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Rvw Wealth LLCJul 2024 to now
- Bridge AdvisoryOct 2023 to Jun 2024
- JPMorgan Chase Bank NAAug 2021 to Aug 2023
- JPMorgan Securities LLCAug 2021 to Aug 2023
- City National RochdaleFeb 2016 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rvw Wealth LLC
$1.9BAssets managed
1,378Clients
8Advisers
20 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
- 5538720
- Firm CRD
- 140451