Jared
Meyer
Access Investment Advisors Inc
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About this Advisor
Jared Meyer is a financial advisor working in Manitowoc, Wisconsin, with a total of 9 years of relevant experience. Meyer is on the advisory team at Access Investment Advisors Inc. Their career trajectory has included roles at Access Investment Advisors, Inc and Bmo Harris Bank. Meyer maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Arizona and Wisconsin. Access Investment Advisors Inc is a company headquartered in Manitowoc, WI. The investment advisory business has just five advisors. It controls $204 million in assets between its 584 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 584 customer accounts, 32% belong to high-net-worth individuals who have more than $1 million in investable assets. Access Investment Advisors Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Financial management fees vary depending on which services the firm provides the client. However, fees billed by Access Investment Advisors Inc likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Access Investment Advisors Inc Brokerage Details
$204,434,782
5
584
$350,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Jared Meyer Work History
Jared has been registered as a financial advisor for 9 years.*
Access Investment Advisors, Inc
Bmo Harris Bank
*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 Jared Meyer 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 Access Investment Advisors Inc
Manitowoc, WI
Manitowoc, WI
Manitowoc, WI
Manitowoc, WI
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