Corey Jay Myers
Investment Adviser Representative at Universal Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Corey Jay Myers is an investment adviser representative with Universal Financial Advisors, LLC in Wood River, IL, where they have been registered since 2025. They have worked in the securities industry since 1999 and have been registered with 3 firms, including Commonwealth Financial Network and Prudent Investor Services, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Tomerlin Bookkeeping Service, Inc.Jan 1991 – no end date reportedEast Alton, IL
- Commonwealth Financial NetworkNov 2002 – Nov 2025Waltham, MA
- Universal Financial Advisors, LLCNov 2025 – no end date reportedWood River, IL
- Systematice Investment Services Inc.Nov 1999 – no end date reportedWood River, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Universal Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers wealth management, retirement planning, estate strategy, and peak-career wealth-building strategies. Specific investment products include bonds, common stock, various IRA types, brokerage accounts, government securities, and variable annuities. Financial planning services include retirement plans, tax plans, 401(k) and 403(b) planning, college plans, estate plans, and profit sharing plans. Insurance services include disability income, life, and long-term-care insurance.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- St. Louis, MO
- SEC file number:
- 801-124991
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at Universal Financial Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Corey Jay Myers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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