Unclaimed Profile

Jon Patrick Meyer

U.S. CAPITAL WEALTH ADVISORS, LLC·HOUSTON, Texas

Series 7, Series 7TO, Series 24, Series 63, Series 658 years registeredU.S. CAPITAL WEALTH ADVISORS, LLC

4444 WESTHEIMER RD., HOUSTON, TX 77027CRD# 2959362Firm CRD# 288199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon Patrick Meyer · HOUSTON, TX

Registration

CRD #2959362 · U.S. CAPITAL WEALTH ADVISORS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

U.S. CAPITAL WEALTH ADVISORS, LLC

Nov 2018 – present

HALBERT WEALTH MANAGEMENT, INC

Aug 2018 – Nov 2018

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · August 2, 2018

Years registered · 8

Disclosure History

2007Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

U.S. CAPITAL WEALTH ADVISORS, LLC

CRD 288199 · SEC 801-110515

AUM

$6.8B

Regulatory assets under management

Employees

133

10,149 client accounts

Services offered by U.S. CAPITAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at U.S. CAPITAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jon Patrick Meyer offer?

Jon Patrick Meyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Jon Patrick Meyer's credentials?

Jon Patrick Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Patrick Meyer located?

Jon Patrick Meyer is based in HOUSTON, Texas, working with U.S. CAPITAL WEALTH ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Jon Patrick Meyer charge for services?

Jon Patrick Meyer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is U.S. CAPITAL WEALTH ADVISORS, LLC?

U.S. CAPITAL WEALTH ADVISORS, LLC has approximately 133 employees and manages $6.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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