Jack Kennedy is a registered investment advisor at Jb Meridian Advisors, LLC, based in Clermont, FL, with 17 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 172 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000. The fee schedule is negotiable based upon the discretion of the individual investment advisor with the approval of JB Meridian’s managing member for all account types.
Fee Estimator
Location
1009 East Avenue, Clermont, FL, 34711
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Jb Meridian Advisors, LLC
Previous Registrations
Gunnallen Financial, INC
Empire Investment Advisors. INC
State Registrations4 states
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.