Cetera Investment Advisers LLC
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
Years of Experience
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Cetera Investment Advisers LLC Brokerage Details
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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.
Cetera Investment Services LLC
Cetera Investment Advisors LLC
Monroe Bank & Trust
Chase Investment Services Corp
J.P. Morgan Securities LLC
Pnc Investments LLC
Bank Of America, Na
Jody Myers has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cetera Investment Advisers LLC
Newport News, VA
Pearl River, NY
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.