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Jake H Blumenthal

Meridian Wealth Management, LLC

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About Jake H Blumenthal

Jake Blumenthal is an Investment Advisor Representative with Meridian Wealth Management, LLC, registered with the state of Arizona and Connecticut. Jake has been in the financial services industry since 2022. Jake holds the Series 65 and SIE exams. Jake also contributes to Seeking Alpha as a market and economy writer. Jake is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jake specializes in retirement planning, college savings, and estate planning. Jake is also a strong advocate for charitable giving.

Firm Information

Jake Blumenthal is currently registered with Meridian Wealth Management, LLC. Meridian Wealth Management, LLC is a Kentucky-based firm that manages over $2.9 billion in assets for individuals, families, and institutions. The firm specializes in financial planning, portfolio management, and pension consulting, offering personalized investment solutions tailored to each client's unique needs. Their team of experienced professionals provides a range of services, including educational seminars and selection of other advisors. The firm has a strong focus on serving high-net-worth individuals, charitable organizations, and businesses. They also participate in wrap fee programs.
Meridian Wealth Management, LLC

100 W MAIN STREET

LEXINGTON, KY 40507

$2.91B

Assets Under Management

10

Total Clients

48

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jake Blumenthal’s Registration & Firm History

AZ

01/10/2024 - Present

Meridian Wealth Management, LLC (Tucson AZ)

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Licenses & Designations

IA

Issued 06/13/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jake H Blumenthal.
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