Eric Meister
Investment adviser representative at Sovran Advisors, LLC
10 yearsExperience
2 statesRegistered in
$1.9BFirm assets
2 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
- Pension consulting
Experience
10 years in the industry.
- Sovran Advisors, LLCOct 2026 to now
- Cetera Wealth Services, LLCOct 2026 to now
- J.P. Morgan Securities LLCAug 2016 to Oct 2026
- JPMorgan Chase Bank, N.A.Aug 2016 to Oct 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 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
- 5986117
- Firm CRD
- 329415