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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jones is a financial advisor with Meridian Wealth Management, LLC, based in Mandeville, Louisiana. Brian has been in the financial services industry for over 7 years. Brian has a Series 6, Series 63 and Series 65 license and holds a SIE designation. Brian previously worked at Northwestern Mutual Investment Services, LLC and is a Registered Investment Advisor representative for Meridian Wealth Management, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
08/31/2023 - Present
Meridian Wealth Management, LLC (MANDEVILLE LA)
LA
09/19/2016 - 09/08/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Mandeville LA)
IA
Issued 08/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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