Meritage Financial Solutions

Meritage Financial Solutions (CRD# 158032) is a financial advisory firm headquartered in Ivy, VA. They manage $12,000,000 in 53 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $226,415
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Meritage Financial Solutions
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan S. Alcaro
CRD#: 831508
Charlottesville, VA
93
Wealthminder
score

Jonathan Alcaro (CRD# 831508) is an Investment Advisor Representative working at Meritage Financial Solutions in Charlottesville, VA and has over 35 years of experience in the finance industry.

2
Amanda J. Jarvis
CRD#: 2854641
Charlottesville, VA
93
Wealthminder
score

Amanda Jarvis (CRD# 2854641) is an Investment Advisor Representative working at Meritage Financial Solutions in Charlottesville, VA and has over 18 years of experience in the finance industry.

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