Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Jeff Meyer

Little Compton,RI

Summary

Analytical and strategic thinker with a background in financial and investment analysis. Possess specialized skills in market research, risk assessment, and portfolio management. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Financial Advisor

Edward Jones
Fall River, MA
10.2010 - 04.2025
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Advised high net worth individuals and Institutions on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
  • Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
  • Implemented asset allocation models designed to maximize returns while minimizing risks
  • Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
  • Stayed abreast of financial market trends, regulatory changes, and new investment products and strategies.
  • Managed P&L to unsure maximum profitability

Financial Advisor

Wells Fargo Advisors
Fall River, MA
01.2008 - 10.2010
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.

Financial Advisor

A.G. Edwards & Sons
Fall River, MA
10.2006 - 01.2008
  • Grew assets under management through referrals and new business opportunities.
  • Finished comprehensive training in financial advising.

Education

Bachelor of Science -

University of Hartford
West Hartford, CT
05-1993

Skills

  • Financial analysis
  • Risk assessment
  • Microsoft Excel
  • Financial modeling
  • Credit analysis
  • Research and data analysis
  • Data analysis

Accomplishments

  • Limited Partner Edward Jones

Certification

  • Series 7, 63, 65

Timeline

Financial Advisor

Edward Jones
10.2010 - 04.2025

Financial Advisor

Wells Fargo Advisors
01.2008 - 10.2010

Financial Advisor

A.G. Edwards & Sons
10.2006 - 01.2008

Bachelor of Science -

University of Hartford

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Jeff Meyer