Jeremy
Meek

D'Orazio & Associates, Inc

CRD#5383540
Investment Advisor
in Falls Church, VA

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About this Advisor

Jeremy Meek is a financial advisor based in Falls Church, Virginia, working with D'Orazio & Associates, Inc. Jeremy has previously held positions at West Financial Services, Inc and D'Orazio & Associates, Inc. Jeremy has passed the Series 65 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Jeremy is part of D'Orazio & Associates, Inc, which operates out of Falls Church, Virginia. The firm has 9 employees and manages assets totaling $1.2 billion. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at D'Orazio & Associates, Inc includes fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees, Others

Office Location

7600 Leesburg Pike Suite 460 East
Falls Church, VA 22043-2004

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D'Orazio & Associates, Inc Brokerage Details

Total Assets Under Management

$1,190,037,040

VA Average: $1,835,309,194
Total Number of Employees

9

VA Average: 32
Total Number of Accounts

1,741

VA Average: 1,458
Average Account Size

$683,536

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jeremy Meek Work History

2014 - Present (10 years)

D'Orazio & Associates, Inc

2012 - 2014 (2 years)

West Financial Services, Inc

Disclosures

Please visit the SEC profile of Jeremy Meek 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 D'Orazio & Associates, Inc

Andrew Eskelsen
Falls Church, VA
Jeremy Meek
Falls Church, VA
David Trenner
Falls Church, VA
Benjamin Corson
Falls Church, VA
Jennifer Vanlandingham
Falls Church, VA
Joseph Dorazio
Falls Church, VA

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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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.

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