Jordan Wilson
Jordan Wilson is a CFP-designated registered investment advisor at Meridian Wealth Management, LLC, based in Lexington, KY, with 14 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,961 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Wealth Management charges an annual fee based on a percentage of the value of your investments. The fee ranges from 0.0% to 2.0%. The exact fee is negotiable and depends on the complexity of the account, the level of service, and other factors. Fees are calculated and billed either monthly or quarterly, either in advance or in arrears. Meridian may waive or offset fees related to cash balance accounts.
Location
100 W Main Street, Suite 450, Lexington, KY, 40507
Get directionsHistory
Regulatory History (1)
Criminal
December 2006Other Business Activities
Jordan is a board member for Junior Achievement of the Bluegrass and Illuminate Hope LLC, and a member of DV8 Kitchen and Fayette Property Group LLC, which owns residential rental property. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.