Amanda Jason, financial advisor Lexington KY
93 score

Amanda Jason

CRD Number: 5349632
Current Firm: Meridian Wealth Management, LLC

Amanda Jason (CRD# 5349632) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Meridian Wealth Management, LLC Lexington, KY Mar 2017 - Current 1
Right Management Georgetown, KY Aug 2016 - Current 1
Wells Fargo Advisors, LLC Lexington, KY Oct 2013 - Aug 2016 2
J.p. Morgan Securities LLC Lexington, KY Oct 2012 - Oct 2013 1
Healtfirst Bluegrass Inc. Lexington, KY Jun 2012 - Aug 2013 1
Chase Investment Services Corp Lexington, KY Sep 2009 - Oct 2012 3
Morgan Stanley Smith Barney Lexington, KY Jun 2009 - Sep 2009 < 1
Citigroup Global Markets Inc. Lexington, KY Jun 2007 - Jun 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Amanda Jason
Phone Number: 859-543-4516
Registered State(s):
  • KY
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
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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