Jacqueline Waterland, financial advisor Austin TX

Jacqueline Waterland

CRD Number: 6602523
Current Firm: Meridian Wealth Advisors, LLC

Jacqueline Waterland (CRD# 6602523) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Meridian Wealth Advisors, LLC Austin, TX Feb 2021 - Current < 1
Meridian Wealth Advisors, LLC Austin, TX Apr 2019 - Current 2
Meridian Wealth Advisors, LLC Austin, TX Apr 2019 - Feb 2021 1
Meridian Wealth Advisors, LLC Austin, TX Aug 2017 - Apr 2019 1
Fidelity Investments Westlake, TX Feb 2017 - Aug 2017 < 1
Fidelity Investments Institutional Services Company, Inc. Westlake, TX Jan 2016 - Jan 2017 1
The University Of Texas At Austin Austin, TX Aug 2011 - Dec 2015 4
Fidelity Investments Westlake, TX Jun 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2016
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Jacqueline M. Waterland
Phone Number: 512-717-5580
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    874
    MILLIONS
  • Total Number of Accounts
    1,214
    ACCOUNTS
  • Average Account Value
    $719,557
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, LA, TX

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