Jason
Myers

Silver Grove Advisory Services

CRD#6107493
Investment Advisor
in Orchard Park, NY

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About this Advisor

Jason Myers is a chartered financial consultant operating in Orchard Park, New York, who has 2 years of industry experience. Myers works at Silver Grove Advisory Services. During their career, Myers has held roles at American Portfolios Financial Services, Massachusetts Mutual Life Insurance Company, Mml Investors Services LLC, Lpl Financial, LLC, Silver Grove Advisory Services and Jackson Hewitt Tax Service. Myers maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in New York. Silver Grove Advisory Services is a firm that has its headquarters in Orchard Park, NY. The company has offices in eight locations and a total of 15 people on staff. It manages $235 million in total assets across its 2,010 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 2,010 customer accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually vary depending on which services the firm provides the client. Fees charged by Silver Grove Advisory Services most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4201 North Buffalo Road
Orchard Park, NY 14127

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Silver Grove Advisory Services Brokerage Details

Total Assets Under Management

$235,351,513

NY Average: $7,464,549,021
Total Number of Employees

15

NY Average: 88
Total Number of Accounts

2,010

NY Average: 3,892
Average Account Size

$117,090

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jason Myers Work History

Jason has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Lpl Financial, LLC

2019 - Present (5 years)

Silver Grove Advisory Services

2021 - 2021 (< 1 year)

Jackson Hewitt Tax Service

2014 - 2019 (5 years)

Massachusetts Mutual Life Insurance Company

2014 - 2019 (5 years)

Mml Investors Services LLC

2013 - 2013 (< 1 year)

American Portfolios Financial Services

2012 - 2013 (1 year)

American Portfolios Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason 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 Silver Grove Advisory Services

John Mccauley
Orchard Park, NY
Jason Myers
Orchard Park, NY
Jason Weber
Orchard Park, NY
Ryan Seufert
Orchard Park, NY
Alexander Long
Orchard Park, NY
Mark Kirchmyer
Orchard Park, NY
Ryan Ficorilli
Orchard Park, NY
Richard Cerminara
Saranac Lake, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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