Investors Allege Jeff Meyers Gave Unsuitable Investment Recommendations

Jeff Meyers (CRD #: 2192759), a broker registered with Osaic Wealth, is involved in a new dispute, according to his BrokerCheck record, accessed on September 14, 2025. If you want to know more about his alleged conduct as a broker, read on.

Investor Disputes

On June 10, 2025, an investor alleged that Jeff Meyers made unsuitable investment recommendations. This pending dispute seeks $100,001 in damages.

In a dispute filed on June 9, 2021, an investor alleged that Jeff Meyers recommended an unsuitable investment. The firm denied the dispute.

Investors should know, however, that firms can deny disputes without an outside review. You may be able to recover your losses following a denial by seeking out FINRA arbitration.

FINRA Rule 2111

FINRA Rule 2111 requires brokers to recommend securities that suit an investor’s financial goals. Brokers must use the information in an investor’s profile, such as their risk tolerance, age, and tax status when making recommendations.

Investors who rely on brokers for recommendations may be able to recover their losses by pursuing FINRA arbitration.

Background Information

Meyers has passed the following exams:

• Series 65 Uniform Investment Adviser Law Examination
• Series 63 Uniform Securities Agent State Law Examination
• Securities Industry Essentials Examination
• Series 7 General Securities Representative Examination
• Series 6 Investment Company Products/ Variable Contracts Representative Examination
• Series 24 General Securities Principal Examination

He is a registered broker in ten states and is a registered investment adviser in Kansas.

Jeff Meyers has worked with 14 firms. Here are the ten most recent:

• Cetera Advisor Networks (CRD #: 13572)
• Cetera Investment Advisers (CRD #: 105644)
• Summit Financial Group (CRD #: 109485)
• Summit Brokerage Services (CRD#:34643) 
• J.P. Turner & Company Capital Management (CRD #: 124446)
• J.P. Turner & Company (CRD#:43177) 
• QA3 Financial LLC (CRD #: 104957)
• QA3 Financial Corp (CRD #: 14754)
• National Planning Corporation (CRD #: 29604)
• OneAmerica Securities (CRD #: 4173)

Kurta Law Can Help

If you worked with Jeff Meyers and you have concerns about your investments, do not hesitate to contact us at 877-600-0098 or email info@kurtalawfirm.com for a free consultation. 

For nearly 20 years, Kurta Law has advocated for investors to recover their investment losses from brokers and brokerage firms. Kurta Law is a nationally recognized law firm that exclusively represents investors against brokers and brokerage firms on a contingency basis. This means that the firm only earns a fee if our securities attorneys recover money on your behalf. Do not let securities fraud go unchecked. Start your recovery process today.