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Zachary M

Series 66

Monmouth, OR

Edward Jones

Zachary Meyer is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Chick-fil-A and the Colorado School of Mines. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Educators, Teachers, and Academics Religious/faith focused
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Benjamin M

Series 66, Series 63

Monmouth, OR

Edward Jones

Benjamin Meyer is a financial advisor with Edward Jones in Monmouth, Oregon, holding Series 66 and Series 63 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Meyer serves on the finance committee of the Western Oregon University Foundation, providing oversight of the foundation's endowment and guidance on investment policy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and maintains an extensive network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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