Jack Kennedy is a registered investment advisor at Jb Meridian Advisors, LLC, based in Clermont, FL, with 18 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 178 clients with $39M 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 for amounts over $1,000,000 are negotiable based on size and complexity. There is a minimum annual fee of $250.
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.
Exams
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