Jon Meyer has been Boardmember, President of BGM Wealth Partners since June 1999, is not listed as a control person, but directly owns under 5% of the firm.
BGM Wealth Partners, LLC is a Bloomington, MN firm with $517M under management, 213 clients and 5 advisers in one office, as of its January 2026 filing.
Jon T. Meyer is Principal and President, Wealth Management at BGM Wealth. As President of BGM's wealth management division he handles day-to-day operations, coordination of client issues and long-term strategy. As a Certified Financial Planner he is responsible for individual client portfolios and is a member of the investment committee, and he is a co-founder of Cornerstone Private Asset Trust Company, LLC, which provides trust services.
- BGM Wealth ManagementCurrent– present · 13 yearsBloomington, MN · Adviser representative · Firm CRD 110483
Professional designations
Listed by BGM Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jon Meyer is registered as an investment adviser representative in 4 states. The first approvals date from December 2013; the most recent are California and Wisconsin, in July 2024.
- CaliforniaSince 16 July 2024
- MinnesotaSince 2 December 2013
- TexasSince 2 December 2013
- WisconsinSince 16 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 May 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 November 1993 |
| Series 7 | General Securities Representative Examination | 20 October 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jon Thomas Meyer
- CRD
- 2405548
- Firm
- BGM Wealth Partners · CRD 110483
- Role
- Boardmember, President
- Office
- 7900 INTERNATIONAL DRIVE, SUITE 800, Bloomington, MN 55425
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bgm360.com
Where does Jon Meyer work?
Jon Meyer has been Boardmember, President of BGM Wealth Partners, LLC since June 1999.
Is Jon Meyer a financial advisor?
Yes. Jon Meyer has a current investment-adviser registration in California, Minnesota, Texas and Wisconsin, through BGM Wealth Partners since June 2013.
How many years of experience does Jon Meyer have?
Jon Meyer has 13 years in the financial industry, since June 2013, across 1 adviser firm.
What exams has Jon Meyer passed?
Jon Meyer has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1993.
Where is Jon Meyer based?
Jon Meyer’s registered office is in Bloomington, MN.
Is Jon Meyer registered with FINRA?
No. Jon Meyer has no current broker registration.
Is Jon Meyer a CFP?
BGM Wealth Partners lists Jon Meyer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jon Meyer’s record?
Search CRD 2405548 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jon Meyer’s full registration record.