Brian
Jones
Meridian Wealth Management, LLC
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About this Advisor
Brian Jones is a financial advisor based in Mandeville, Louisiana, working with Meridian Wealth Management, LLC. Brian has previously held positions at Ensco, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Meridian Wealth Management. Brian has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Louisiana. Currently, Brian is part of Meridian Wealth Management, LLC, which operates out of Mandeville, Louisiana. The firm has 11 offices and 37 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Meridian Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Meridian Wealth Management, LLC Brokerage Details
$2,905,556,042
37
8,456
$343,609
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Jones Work History
Meridian Wealth Management
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Ensco
Disclosures
Please visit the SEC profile of Brian Jones 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 Meridian Wealth Management, LLC
Tucson, AZ
Lexington, KY
Mandeville, LA
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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