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Jackie Goulas

Meridian Wealth Management, LLC
21 Years of Experience
Lafayette, LA
Sells Insurance
View SEC Summary
View SEC Summary

Jackie Goulas is a registered investment advisor at Meridian Wealth Management, LLC, based in Lafayette, LA, with 21 years of industry experience. Jackie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,533 clients with $5B in assets under management.

Meridian Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
5,533 clients
Average Client Portfolio
$901K average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.0% to 2.0% annually and are negotiable based on account complexity and the level of service provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

221 Southpark Rd, Lafayette, LA, 70508

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jackie is involved in administrative tasks, processing applications, providing quotes, and offering customer service for a fixed insurance business.

Employment History
Current Registrations
Meridian Wealth Management, LLC
January 2026 - Present · 9 mos
Previous Registrations
Integrity RIA, LLC
July 2024 - December 2025 · 1 yr 5 mos
Arete Wealth Management, LLCBroker
February 2024 - June 2024 · 4 mos
Arete Wealth Management, LLCBroker
February 2012 - November 2023 · 11 yrs 9 mos
LPL Financial LLC
October 2009 - March 2012 · 2 yrs 5 mos
LPL Financial LLCBroker
October 2009 - March 2012 · 2 yrs 5 mos
Oneamerica Securities, INC.Broker
June 2008 - October 2009 · 1 yr 4 mos
Oneamerica Securities, INC.Broker
August 2005 - December 2007 · 2 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
October 2003 - May 2005 · 1 yr 7 mos
State Registrations1 state
LA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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