JB Meridian Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$35,992,984
Clients
167
Advisors
2
across 2 offices
About
JB Meridian Advisors is a fee-only registered investment adviser that serves individuals, families, small business owners and a range of entities including trusts, estates and charitable organizations. The firm provides discretionary and non‑discretionary portfolio management and offers tailored financial planning services such as retirement distribution planning, education funding, cash‑flow analysis and insurance needs assessments.
The firm begins client relationships with a structured interview and produces a signed Investment Policy Statement that is reviewed at least annually, then implements portfolios according to that IPS. JB Meridian uses minimum‑variance efficient frontier modeling to set client asset allocations and selects investments across stocks, bonds, mutual funds, ETFs and other instruments with an emphasis on diversification and risk management.
Noteworthy for a firm of its size, JB Meridian publishes a quarterly market update letter and conducts market/economic seminars through local business and chamber groups, reflecting an emphasis on client education and outreach that fewer peers offer. The firm also maintains formal ethics policies (including adherence to the CFA Institute Asset Manager Code), monitors personal trading, and seeks to aggregate client trades to pursue fair execution.
Client services
Expertise
Occupation focus
Fee options
Flat fee for consultation determined case-by-case depending on size and complexity
$0 - $1,000,000: 1.00% Over $1,000,000+: Negotiable based on size and complexity
Hourly consulting fee determined on a case-by-case basis
Minimum fee: $250 annual minimum fee (may be waived) Fee-only: Fee-only registered investment adviser
Main office
See office1009 East Avenue
Clermont FL 34711
Advisors at this office
1
Offices (2)
Most active in
Florida · Louisiana · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jack K
Series 63, Series 66
Clermont, FL
JB Meridian Advisors, LLC
Jack Kennedy is a financial advisor at JB Meridian Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with JB Meridian Advisors since 2010. JB Meridian Advisors is a fee-only registered investment adviser serving individuals, families, small-business owners, and various entities such as pensions, trusts, and estates. The firm manages approximately $31.9 million across about 163 client accounts, offering portfolio management and financial planning services with an emphasis on minimum-variance efficient frontier modeling and tailored Investment Policy Statements.
Peter G
Series 63, Series 65, Series 66
Metairie, LA
JB Meridian Advisors, LLC
Peter Giacona Jr. is a financial advisor at JB Meridian Advisors, LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with JB Meridian Advisors since 2011. JB Meridian Advisors is a fee-only registered investment adviser serving individuals, families, small business owners, and various entities including trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management along with tailored financial planning services, using a structured interview process and minimum-variance efficient frontier modeling to set diversified, risk-managed asset allocations.
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