JM
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Jarrett Meadors

18 Years of Experience
Reno, NV
Sells Insurance

Jarrett Meadors is a registered investment advisor at Belpointe Asset Management LLC, based in Reno, NV, with 18 years of industry experience. Jarrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
170 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Investment management only (planning not offered)

Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.

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Location

500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV, 89521

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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

Jarrett works as an insurance producer for Belpointe Insurance, LLC since 2018, selling insurance. This activity requires minimal time.

Employment History
Current Registrations
Belpointe Asset Management LLC
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2011 - August 2018 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2011 - August 2018 · 7 yrs 4 mos
Metlife Securities INC.
April 2009 - April 2011 · 2 yrs
Metlife Securities INC.Broker
April 2009 - April 2011 · 2 yrs
MML Investors Services, INC.
February 2008 - April 2009 · 1 yr 2 mos
MML Investors Services, INC.Broker
February 2008 - April 2009 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLCBroker
October 2007 - January 2008 · 3 mos
State Registrations1 state
NC
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.