Jay
Myers
Callahan Financial Planning
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About this Advisor
Jay Myers is a financial advisor based in Council Bluffs, Iowa, working with Callahan Financial Planning. Jay has previously held positions at Securities America Inc, Ts Capital, LLC, Ts Prosperity Group, and Ts Bank. Jay has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Jay is part of Callahan Financial Planning, which operates out of Council Bluffs, Iowa. The firm has 9 offices and 9 employees. The firm manages assets totaling $248.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Callahan Financial Planning includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Callahan Financial Planning Brokerage Details
$248,266,156
9
824
$301,294
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jay Myers Work History
Ts Bank
Ts Prosperity Group
Ts Capital, LLC
Securities America Inc
Securities America Inc
Securities America Inc
Disclosures
Please visit the SEC profile of Jay Myers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Callahan Financial Planning
Mill Valley, CA
Omaha, NE
Council Bluffs, IA
Omaha, NE
Macedonia, IA
Omaha, NE
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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