Jody
Myers

Cetera Investment Advisers LLC

CRD#2225608
Investment Advisor
in Monroe, MI

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About this Advisor

Jody Myers is a financial advisor operating out of Monroe, Michigan, with 11 years in the industry. Myers works at Cetera Investment Advisers LLC. Over the course of their career, Myers has held roles at Merrill Lynch, Bank Of America, Na, Pnc Investments LLC, Chase Investment Services Corp, Monroe Bank & Trust, J.P. Morgan Securities LLC, Lpl Financial, Cetera Investment Services LLC and Cetera Investment Advisors LLC. Myers has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to advise clients in Michigan. Cetera Investment Advisers LLC is an advisory company that has its headquarters in Monroe, Michigan. The company has offices in 1,614 locations and a total of 2,358 advisors. It oversees $16 billion in assets under management among its 78,591 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 95 charitable organizations. Of its 78,591 accounts, 19% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely vary depending on which services are provided. However, fees billed by Cetera Investment Advisers LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

10 Washington Street
Monroe, MI 48161

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$15,868,306,581

MI Average: $6,674,516,078
Total Number of Employees

2,358

MI Average: 44
Total Number of Accounts

78,591

MI Average: 2,564
Average Account Size

$201,910

MI Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jody Myers Work History

Jody has 11 years of experience.

2019 - Present (2 years)

Cetera Investment Services LLC

2019 - Present (2 years)

Cetera Investment Advisors LLC

2015 - Present (6 years)

Monroe Bank & Trust

2015 - 2019 (4 years)

Lpl Financial

2012 - 2012 (< 1 year)

Chase Investment Services Corp

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2011 - 2012 (1 year)

Pnc Investments LLC

2009 - 2011 (2 years)

Merrill Lynch

2009 - 2011 (2 years)

Bank Of America, Na

Disclosures

Jody Myers has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Investment Advisers LLC

Christopher Debeikes
Medford, OR
Greg Martin
Gardendale, AL
James Wasserman
Newport News, VA
Lacey Kneece
Augusta, GA
Han Gu
Bronx, NY
William Mccartney
Augusta, GA
Michael Imbarrato
Pearl River, NY
Tracy Lepore
Lombard, IL

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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