Brian Meeker

Advisor at Edward Jones

Updated today

Location

Homer, LA 71040

Credentials

Series 66

Industry experience

4 years

About

Brian Meeker is a financial advisor with Edward Jones in Homer, Louisiana, holding a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2021 following six years at Enterprise Computing Services. Outside of advising, Meeker owns and operates Mammoth Equipment Rental LLC, a local equipment rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

639 West Main Street

Homer, LA 71040

Most active in

Louisiana · Texas

Work history

Edward Jones

2021 - Present (5 years)

Enterprise Computing Services

2015 - 2021 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeremy P

Series 65

Minden, LA

Meriwether Wealth & Planning, LLC

Jeremy Pendergrass is a financial advisor at Meriwether Wealth & Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Argent Advisors, Inc. and Riverstone Software prior to joining Meriwether Wealth & Planning in 2021. Outside of his advisory role, he owns Pendergrass Management, LLC, a coaching and consulting firm serving business and nonprofit leaders. Meriwether Wealth & Planning is a team-based registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, tailoring portfolios with a combination of direct management, outside managers, and various investment vehicles.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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John C

Series 65

Minden, LA

Meriwether Wealth & Planning, LLC

John Cristler is a financial advisor at Meriwether Wealth & Planning, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Crossmark Management Group and in educational roles at Louisiana Tech University and North Desoto High School. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, managing approximately $263 million in discretionary assets with a combination of direct management and outside managers.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Tracy C

Series 65

Minden, LA

Meriwether Wealth & Planning, LLC

Tracy Campbell is a financial advisor at Meriwether Wealth & Planning, LLC with four years of industry experience. Prior to joining Meriwether Wealth & Planning in 2021, Campbell worked at b1BANK for seven years. Outside of advising, Campbell is the owner of TLC Self Storage LLC and operates as a vendor at two local antique malls. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, managing approximately $263 million in discretionary assets with a multi-faceted investment approach that includes direct management and third-party managers.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Mark G

CFP®

Minden, LA

Meriwether Wealth & Planning, LLC

Mark Green is a CFP® professional at Meriwether Wealth & Planning, LLC with one year of industry experience. Prior to joining Meriwether Wealth & Planning, he worked in physical therapy roles at Sports Orthopedic & Spine Therapy, Concentra Physical Therapy, and University Health. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, managing approximately $263 million in discretionary assets.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Andrew P

CFP®, Series 66

Minden, LA

Meriwether Wealth & Planning, LLC

Andrew Pendergrass is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Meriwether Wealth & Planning, LLC since 2021 and previously held roles at Argent Trust Company, Argent Advisors, Inc., and LPL Financial. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and consulting, using a combination of model allocations and individualized recommendations across a variety of investment vehicles.

Annuities Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Ryan R

CFP®, Series 63, Series 65

Plano, TX

LPL Financial

Ryan Rayburn is a CFP® professional affiliated with LPL Financial, based in Plano, TX, with 22 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for ten years before joining LPL Financial. Outside of his advisory role, he is involved with Strategic Wealth Partners PLLC, focusing on non-variable insurance and investment-related activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs across a broad platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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