Jacqueline Gordon (CRD# 6602523) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 8 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meridian Wealth Advisors, LLC | Austin, TX | Jan 2023 - Current | 1 |
| Meridian Wealth Advisors, LLC | Austin, TX | Apr 2019 - Current | 5 |
| Meridian Wealth Advisors, LLC | Austin, TX | Apr 2019 - Dec 2022 | 3 |
| 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 |
- TX
-
Total Assets Under Management1,224MILLIONS
-
Total Number of Accounts1,279ACCOUNTS
-
Average Account Value$956,930
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, MT, TX
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