Jody
Meraz
Kayne Anderson Capital Advisors Lp
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About this Advisor
Jody Meraz is a financial advisor based in Houston, Texas with a total of 4 years of relevant experience. Meraz is on the advisory team at Kayne Anderson Capital Advisors Lp. Over the course of their career, Meraz has held roles at Kayne Anderson Capital Advisors, Lp and Kayne Anderson Fund Advisors, LLC. Meraz holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Kayne Anderson Capital Advisors Lp is an advisory company based in Houston, TX. The investment advisory business has offices in six locations and a total of 300 advisors. It oversees $30 billion in assets under management between its 129 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 129 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees typically are based on the type of services. Fee types billed by Kayne Anderson Capital Advisors Lp likely are comprised of any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kayne Anderson Capital Advisors Lp Brokerage Details
$29,871,782,000
300
129
$231,564,202
Investment Advisory Services
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jody Meraz Work History
Jody has been registered as a financial advisor for 4 years.*
Kayne Anderson Fund Advisors, LLC
Kayne Anderson Capital Advisors, Lp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jody Meraz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kayne Anderson Capital Advisors Lp
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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