Kurt A Meyers
Also appears in the source record as: Kurt Anthony Meyers
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (8)
- SIESeries 31Series 7Series 10Series 9Series 66Series 65Series 63
- Registered states (53)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 29
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (13)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
-
Strategic Advisers LLCLittleton, CO · IA capacityMar 31, 2025 → Aug 15, 2025
-
Fidelity Brokerage Services LLCDenver, CO · BC capacityOct 27, 2022 → Aug 15, 2025
-
Fidelity Personal And Workplace AdvisorsDenver, CO · IA capacityNov 3, 2022 → Mar 31, 2025
-
Robinhood Financial, LLCDenver, CO · BC capacityFeb 28, 2021 → Aug 9, 2022
-
Td Ameritrade, Inc.Denver, CO · IA capacityApr 30, 2007 → Jan 11, 2021
-
Td Ameritrade, Inc.Denver, CO · BC capacityFeb 22, 2007 → Jan 11, 2021
-
Td Ameritrade Investment Management, LLCDenver, CO · IA capacityNov 16, 2009 → Dec 31, 2020
-
Charles Schwab & Co., Inc.Troy, MI · BC capacityMay 14, 1997 → Apr 19, 2006
-
Dean Witter Reynolds Inc.Purchase, NY · BC capacityApr 29, 1996 → May 5, 1997
-
H.J. Meyers & Co., Inc.Rochester, NY · BC capacityNov 13, 1995 → Mar 19, 1996
-
L.C. Wegard & Co., Inc.New York, NY · BC capacityAug 11, 1995 → Nov 15, 1995
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.