CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 2227187
Merit Financial Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Jb Meridian Advisors, LLC | Clermont, FL | Jul 2010 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2004 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- FL
- LA
- NY
- TX
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts167ACCOUNTS
-
Average Account Value$174,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
FL, LA, NY, TX
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