Strategic Advisers
40yrs
Top advisor by experience in Solon
6yrs
Jeffrey Meeks
Financial advisor at LPL Financial
Jeffrey Meeks has worked in the financial industry for 6 years and is a financial advisor based in Solon, Ohio. After six years at MML Investors Services, Jeffrey joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office30675 Solon Rd., Suite 202, Solon, OH 44139
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jul 2026 – nowLPL Financial LLCCurrent firm
- 2020 – 2026MML Investors Services, LLCPreviously
Contact Jeffrey
Local office(216) 285-1970Ask for Jeffrey. (704) 733-3300Main office · Fort Mill, SC 30675 Solon Rd., Suite 202Solon, OH 44139Office · Get directions Facebook pageLPL Financial
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Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jeffrey
How do I contact Jeffrey?
Call Jeffrey’s local office at (216) 285-1970 or the LPL Financial main office at (704) 733-3300, and ask for Jeffrey Meeks.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Jeffrey hold?
Series 63. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jeffrey paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jeffrey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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