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- Custodian
- ADP · Charles Schwab & Company · MID Atlantic · Nationwide · Prudential · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-07-2010
- Office Locations
- 1
Office Locations
About JB Meridian Advisors, LLC
JB Meridian Advisors is a fee-only RIA providing research-driven portfolio construction and financial planning for individuals and business owners. The team emphasizes disciplined, risk-managed asset allocation, using ETFs and public funds alongside fixed income and cash management as appropriate to client goals. Client service and alignment of interests are core, and the firm custody relationship includes Charles Schwab.
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Owner & Executives
JACK ALEXANDER KENNEDY II
Chief Compliance Officer, Chief Investment Officer
- CRD
- #4741897
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PETER VINCENT GIACONA JR
Financial Advisor
- CRD
- #219694
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,972,984 | -- |
| Non-Discretionary | $2,664,981 | -- |
| Total | $38,637,965 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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