Jeremy Meek, financial advisor Falls Church VA
96 score

Jeremy Meek

CRD 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 9 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.

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Professional Designations
Company Name Location Dates Years
D'orazio & Associates, Inc. Falls Church, VA Aug 2014 - Current 2
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
Contact Info for Jeremy L. Meek
Phone Number: 703-269-3100
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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