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JM
CFP
JM
CFP

Jeremy Lynn Meek

D'orazio Wealth Advisors
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
D'orazio Wealth Advisors
Compensation
Fixed/Hourly
Firm Size
7 advisors
Number of Clients
285 clients
Average Client Portfolio
$4.6M average
Assets Under Management
$1.3B

Fee Structure

Financial Planning:Included in AUM fee

Location

8614 Westwood Center Drive, Suite 310, Vienna, VA, 22182

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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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Employment History
Current Registrations
D'orazio Wealth Advisors
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
West Financial Services, INC.
June 2012 - August 2014 · 2 yrs 2 mos
D'orazio & Associates, INC.
July 2007 - April 2011 · 3 yrs 9 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.