Jason Bernard Myers
Investment adviser representative at Silver Grove Advisory Services
7 yearsExperience
1 stateRegistered in
ChFC®Designation
$453.6MFirm 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
Experience
7 years in the industry.
- Silver Grove Advisory ServicesMay 2019 to now
- LPL Financial, LLCMay 2019 to now
- Jackson Hewitt Tax ServiceFeb 2021 to Apr 2021
- MML Investors Services LLCJan 2014 to May 2019
- Massachusetts Mutual Life Insurance CompanyJan 2014 to Apr 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
Silver Grove Advisory Services
Legal name: Silver Grove Financial Group, Inc.
$453.6MAssets managed
2,150Clients
17Advisers
9 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
- 6107493
- Firm CRD
- 287512