Jeffrey Meenes, financial advisor Shrewsbury MA

Jeffrey Meenes

CRD Number: 5982783
Current Firm: Meenes Wealth Partners

Jeffrey Meenes (CRD# 5982783) is an Investment Advisor Representative working at Meenes Wealth Partners in Shrewsbury, MA and has over 13 years of experience in the finance industry. Jeffrey Meenes 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
Blueprint Financial Planning, LLC Worcester, MA Jan 2010 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Jeffrey D. Meenes
Phone Number: 508-762-1678
Firm Website: http://blueprintpfp.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $655,161
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MA

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