Jb Meridian Advisors, LLC

Jb Meridian Advisors, LLC (CRD# 154676) is a financial advisory firm headquartered in Clermont, FL. They manage $7,094,143 in 68 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $104,326
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Jb Meridian Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jack A. Kennedy
CRD#: 4741897
1009 East Avenue, Clermont, FL 34711
98
Wealthminder
score
Jack Kennedy (CRD# 4741897) is an Investment Advisor Representative working at Jb Meridian Advisors, LLC in Clermont, FL and has over 11 years of experience in the finance industry.
2
Peter V. Giacona
CRD#: 219694
1009 East Avenue, Clermont, FL 34711
93
Wealthminder
score

Peter Giacona (CRD# 219694) is an Investment Advisor Representative working at Jb Meridian Advisors, LLC in Clermont, FL and has over 31 years of experience in the finance industry.

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