CFA® – Chartered Financial Analyst® CFP ™ Certified Financial Planner™
Background & Experience
Jeffrey graduated from the University of South Dakota with a Bachelor of Science in Business Administration with an emphasis in Finance. He also earned a Master of Science Business Administration in Finance, with honors, from San Diego State University.
Jeffrey is a Chartered Financial Analyst® charterholder and is a member of the Chartered Financial Analyst Institute. He also holds the designation of Certified Financial Planner™ practitioner. He joined SeaCrest in 2008 and has over 20 years of service in the Financial Services Industry.
How I Can Help You
Jeffrey Meyer CFA, CFP is a Wealth Advisor, serving the unique needs and challenges of managing wealth for institutions as well as individuals. As a Wealth Advisor, Mr. Meyer assembles the appropriate team of professionals to provide a full range of wealth services as well as developing customized investment management and advisory solutions as part of an overall management strategy.