James Davis
James Davis is a registered investment advisor at Meridian Wealth Management, LLC, based in Lexington, KY, with 8 years of industry experience. James 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 (12)
Customer Dispute
August 2025Customer Dispute
June 2025Customer Dispute
April 2025Customer Dispute
March 2025Customer Dispute
November 2024Customer Dispute
August 2024Customer Dispute
August 2024Customer Dispute
April 2024Customer Dispute
February 2024Customer Dispute
August 2023Customer Dispute
March 2022Customer Dispute
May 2021Other Business ActivitiesSells Insurance
James operates under the DBA Ironside for fixed insurance sales and investment advisory services through MWM, dedicating full-time hours to this. He also owns Transformed Coaching, providing mindset coaching, and is an author, both requiring minimal time.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
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.