Jacqueline
Gordon

Meridian Wealth Advisors, LLC

CRD#6602523
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jacqueline Gordon is a financial advisor based in Austin, Texas, working with Meridian Wealth Advisors, LLC. Jacqueline has previously held positions at The University Of Texas At Austin, Fidelity Investments, Fidelity Investments Institutional Services Company, Inc, and Meridian Wealth Advisors, LLC. Jacqueline has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Jacqueline is part of Meridian Wealth Advisors, LLC, which operates out of Austin, Texas. The firm has 11 employees and manages assets totaling $1.2 billion. The firm 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, pension consulting services, and selection of other advisers. The fee structure at Meridian Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3600 North Capital Of Texas Highway Building B, Suite 150
Austin, TX 78746

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Meridian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,223,913,676

TX Average: $3,042,739,679
Total Number of Employees

11

TX Average: 49
Total Number of Accounts

1,279

TX Average: 2,315
Average Account Size

$956,930

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jacqueline Gordon Work History

2023 - Present (2 years)

Meridian Wealth Advisors, LLC

2019 - Present (6 years)

Meridian Wealth Advisors, LLC

2019 - 2022 (3 years)

Meridian Wealth Advisors, LLC

2017 - 2017 (< 1 year)

Fidelity Investments

2017 - 2019 (2 years)

Meridian Wealth Advisors, LLC

2016 - 2017 (1 year)

Fidelity Investments Institutional Services Company, Inc

2015 - 2015 (< 1 year)

Fidelity Investments

2011 - 2015 (4 years)

The University Of Texas At Austin

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jacqueline Gordon 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 Advisors, LLC

Christopher Popso
Austin, TX
Angela Cruz
Austin, TX
Sophie Brooks-Ames
Austin, TX
Meagan Moll
Austin, TX
Jacqueline Gordon
Austin, TX
Brian Noonan
Austin, TX
Joshua Galatzan
Austin, TX
Kerwin Price
Austin, TX

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started