Jb Meridian Advisors, LLC

Jb Meridian Advisors, LLC (CRD# 154676) is a financial advisory firm headquartered in Clermont, FL. They manage $29,123,593 in 167 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1009 East Avenue, Clermont, FL 34711
http://www.jbmeridian.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $174,393
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, NY, TX

Financial Advisors at Jb Meridian Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Peter Giacona, financial advisor Clermont FL
Peter V. Giacona
CRD#: 219694
1009 East Avenue, Clermont, FL 34711

Peter Giacona (CRD# 219694) is an Investment Advisor Representative working at Jb Meridian Advisors, LLC in Clermont, FL and has over 38 years of experience in the finance industry.

2
Jack Kennedy, financial advisor Clermont FL
Jack A. Kennedy
CRD#: 4741897
1009 East Avenue, Clermont, FL 34711
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.
3
John Copeland, financial advisor Clermont FL
John C. Copeland
CRD#: 7674709
1009 East Avenue, Clermont, FL 34711

John Copeland (CRD# 7674709) is an Investment Advisor Representative working at Jb Meridian Advisors, LLC in Clermont, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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