James Meyer has been an investment adviser representative at Prevail Innovative Wealth Advisors since December 2024, and is not listed among the firm’s executive officers or direct owners.
Prevail Innovative Wealth Advisors, LLC is a Leawood, KS firm with $932M under management, 822 clients and 31 advisers across 3 offices, as of its September 2026 filing.
- – present · 1 yearLeawood, KS · Adviser representative · Firm CRD 288641
Investment adviser representative registrations
James Meyer is registered as an investment adviser representative in Kansas, since December 2024.
- KansasSince 9 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 2024 |
| SIE | Securities Industry Essentials Examination | 14 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- James Edward Meyer
- CRD
- 8015352
- Firm
- Prevail Innovative Wealth Advisors · CRD 288641
- Office
- 4745 W. 136TH STREET, Leawood, KS 66224
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does James Meyer work?
James Meyer is an investment adviser representative registered through Prevail Innovative Wealth Advisors, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is James Meyer a financial advisor?
Yes. James Meyer has a current investment-adviser registration in Kansas, through Prevail Innovative Wealth Advisors since December 2024.
How many years of experience does James Meyer have?
James Meyer has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has James Meyer passed?
James Meyer has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in September 2024.
Where is James Meyer based?
James Meyer’s registered office is in Leawood, KS.
Is James Meyer registered with FINRA?
No. James Meyer has no current broker registration.
How can I verify James Meyer’s record?
Search CRD 8015352 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Meyer’s full registration record.
