Meredith
Jackson
Venturi Private Wealth
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About this Advisor
Meredith Jackson is a financial advisor based in Austin, Texas, working with Venturi Private Wealth. Meredith has previously held positions at Venturi Private Wealth, was unemployed as a recent graduate, and was a graduate student at Southern Methodist University. Meredith has also been a student at Texas A&M University and A&M Consolidated High School. Meredith has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Meredith is part of Venturi Private Wealth, which operates out of Austin, Texas. The firm has one office and 33 employees. The firm manages assets totaling $2.3 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 pooled investment vehicles, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Venturi Private Wealth includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Venturi Private Wealth Brokerage Details
$2,308,952,097
33
3,429
$673,360
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Meredith Jackson Work History
Venturi Private Wealth
Unemployed - Recent Grad
Graduate Student - Southern Methodist University
Unemployed - Recent Graduate From College
Student - Texas A&M University
Student - A&M Consolidated Hs
Disclosures
Please visit the SEC profile of Meredith Jackson 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 Venturi Private Wealth
Austin, TX
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Austin, TX
Austin, TX
Austin, TX
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.
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