JB MERIDIAN ADVISORS, LLC

CRD 154676

Visit website

1009 EAST AVENUE, CLERMONT, FL, 34711, United States

Phone

(877) 398-0051

Fax

(877) 398-0050

Registration

— (—)

Source

State registered

Total AUM

$38.6M

Discretionary AUM

$36.0M

Team

2 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	149	$19.8M
High net worth individuals	18	$16.2M
Pension/profit sharing plans	11	$2.6M

All web addresses on file

HTTP://WWW.JBMERIDIAN.COM
https://www.facebook.com/JBMeridianAdvisorsLLC
HTTPS://WWW.LINKEDIN.COM/IN/JACK-A-KENNEDY/

Official SEC filing: View on IAPD