James Meyers has been an investment adviser representative at Laffer Tengler Investments since May 2023, and is not listed among the firm’s executive officers or direct owners.
Laffer Tengler Investments, Inc. is a Nashville, TN firm with $800M under management, 276 clients and 13 advisers across 6 offices, as of its March 2026 filing.
James Meyers’ longest registration is the current one, 3 years at Laffer Tengler Investments since 2023. Before joining Laffer Tengler Investments in 2023, James Meyers was registered through The Herbst Group, LLC.
- – present · 3 yearsScottsdale, AZ · Adviser representative · Firm CRD 108068
- The Herbst Group, LLC– · 1 yearWestport, CT · Adviser representative · Firm CRD 309319
Investment adviser representative registrations
James Meyers is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2023; the most recent is Texas, in August 2024.
- ArizonaSince 2 May 2023
- TexasResidentSince 16 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 March 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Kirk Meyers
- CRD
- 7353779
- Firm
- Laffer Tengler Investments · CRD 108068
- Office
- 6730 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85253
- Registration
- Investment adviser registration
- In the industry since
- February 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does James Meyers work?
James Meyers is an investment adviser representative registered through Laffer Tengler Investments, Inc. since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is James Meyers a financial advisor?
Yes. James Meyers has a current investment-adviser registration in Arizona and Texas, through Laffer Tengler Investments since May 2023.
How many years of experience does James Meyers have?
James Meyers has 4 years in the financial industry, since February 2022, across 2 adviser firms.
What exams has James Meyers passed?
James Meyers passed the Series 65 in March 2021.
Where did James Meyers work before Laffer Tengler Investments?
Before Laffer Tengler Investments, James Meyers was registered through The Herbst Group, LLC, March 2021 to June 2022.
Where is James Meyers based?
James Meyers’ registered office is in Scottsdale, AZ.
Is James Meyers registered with FINRA?
No. James Meyers has no current broker registration.
How can I verify James Meyers’ record?
Search CRD 7353779 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Meyers’ full registration record.
