Jeremy MeekCRD Number: 5383540
Current Firm: D'orazio & Associates, Inc.
Jeremy Meek (CRD# 5383540) is an Investment Advisor Representative working at D'orazio & Associates, Inc. in Falls Church, VA and has over 10 years of experience in the finance industry. Jeremy Meek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|D'orazio & Associates, Inc.||Falls Church, VA||Aug 2014 - Current||3|
|West Financial Services, Inc.||Mclean, VA||May 2012 - Aug 2014||2|
|Suntrust Bank||St. Petersburg, FL||Aug 2011 - Apr 2012||< 1|
|Unemployed||Falls Church, VA||May 2011 - Jul 2011||< 1|
|D'orazio & Associates, Inc.||Falls Church, VA||Jun 2007 - Apr 2011||3|
|F&m Trust Company||Chambersburg, PA||Jun 2004 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management783MILLIONS
Total Number of Accounts1,253ACCOUNTS
Average Account Value$624,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, DC, FL, MD, NY, TX, VA