JB MERIDIAN ADVISORS, LLC

RIASEC Registered

Total AUM

$38.6M

Discretionary

$36M

93% of AUM

Avg account

$217K

Accounts

178

Employees

Advisory reps

Firm details

Headquarters: CLERMONT, Florida
CRD number: 154676
Website: jbmeridian.com
Custodians: CHARLES SCHWAB & CO., INC., PAYCHEX SECURITIES CORPORATION, NATIONWIDE SECURITIES, LLC, CAPITAL CLIENT GROUP, INC., ADP BROKER-DEALER, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals51.25%
HNWI41.91%
Pension & Profit Sharing Plans6.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

JB Meridian Advisors, LLC is an independent registered investment adviser operating as a limited liability company that serves both individual/family and institutional clients. The firm offers a mix of financial planning, discretionary and non‑discretionary portfolio management, pension consulting, periodic publications and educational seminars. Its fee mix includes percentage‑of‑AUM billing alongside hourly and fixed fees, which suggests it adapts billing arrangements to different client needs. Investment activity is concentrated in public market securities, with a clear tilt toward exchange‑traded equities and mutual funds. The firm does not identify itself as an active ESG investor and its filing does not highlight direct allocations to private market managers or an internal capital allocation function. Custody and execution are primarily run through retail and independent custodians, which supports a client service model built around managed portfolios and financial planning rather than private fund management.