Jerid
Mei
Florida Financial Advisors, LLC
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About this Advisor
Jerid Mei is a financial advisor based in Charlotte, North Carolina, working with Florida Financial Advisors, LLC. Jerid has previously held positions at Florida Financial Advisors (Dba Tristate Financial Advisors), Fund For The Public Interest, Durham W & W Inc, Uncg, East Chapel Hill High School, and Trinity Wealth Securities, LLC. Jerid has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and North Carolina. Currently, Jerid is part of Florida Financial Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 10 offices and 310 employees. The firm manages assets totaling $199.0 million and serves high-net-worth clients. 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, and selection of other advisers. The fee structure at Florida Financial Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Florida Financial Advisors, LLC Brokerage Details
$199,000,000
310
1,371
$145,150
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
Jerid Mei Work History
Trinity Wealth Securities, LLC
Florida Financial Advisors (Dba Tristate Financial Advisors)
Durham W & W Inc
Fund For The Public Interest
Fund For The Public Interest
Uncg
East Chapel Hill High School
Disclosures
Please visit the SEC profile of Jerid Mei 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 Florida Financial Advisors, LLC
Tampa, FL
Tampa, FL
Atlanta, GA
Miami, FL
Vienna, VA
Charlotte, NC
Atlanta, GA
Atlanta, GA
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