Perry S. Meyers
Also appears in the source record as: Perry Scott Meyers; Perry Meyers
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- SIESeries 7Series 6Series 65Series 63
- Registered states (22)
- Arizona · California · Colorado · Connecticut · Florida · Illinois · Indiana · Kentucky · Maryland · Michigan · Minnesota · Missouri · Nevada · New Hampshire · New York · North Carolina · Rhode Island · Tennessee · Texas · Vermont · Virginia · Wisconsin
- Years in the industry (source record)
- 23
- 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 (14)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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Strategic Advisers, Inc.Highland Park, IL · IA capacityMar 26, 2015 → Jan 12, 2017
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Fidelity Brokerage Services LLCHighland Park, IL · BC capacityMar 13, 2015 → Jan 11, 2017
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Lincoln Financial Advisors CorporationChicago, IL · IA capacityNov 2, 2012 → Mar 9, 2015
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Lincoln Financial Advisors CorporationChicago, IL · BC capacityNov 2, 2012 → Mar 9, 2015
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William Blair & Company L.L.C.Chicago, IL · IA capacityMay 3, 2011 → Oct 12, 2012
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William Blair & Company L.L.C.Chicago, IL · BC capacityMay 3, 2011 → Oct 12, 2012
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Chase Investment Services Corp.Chicago, IL · IA capacityApr 12, 2010 → May 3, 2011
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Chase Investment Services Corp.Chicago, IL · BC capacityApr 12, 2010 → May 3, 2011
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E*trade Capital Management, LLCArlington, VA · IA capacityAug 12, 2009 → Apr 1, 2010
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E*trade Securities LLCChicago, IL · BC capacityAug 12, 2009 → Apr 1, 2010
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The Lincoln National Life Insurance CompanyFort Wayne, IN · BC capacityApr 16, 2004 → Mar 27, 2006
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Mclaughlin, Piven, Vogel Securities, Inc.New York, NY · BC capacityMay 16, 2002 → Mar 30, 2004
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.