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Jeremy Lynn Meek

D'orazio & Associates, Inc.

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About Jeremy Lynn Meek

Jeremy Meek is a Certified Financial Planner™ professional with over 8 years of experience in the financial services industry. Jeremy is currently registered as an Investment Advisor Representative in Texas and Virginia. Jeremy is affiliated with D'orazio & Associates, Inc. The firm provides financial planning and investment management services to high-net-worth individuals and other clients. D'orazio & Associates, Inc. is a fee-only firm and charges fixed fees for its services. They also use other methods, such as a percentage of retirement plan consulting assets.

Firm Information

Jeremy Meek is currently registered with D'orazio & Associates, Inc.. D'orazio & Associates, Inc. is an investment advisor headquartered in FALLS CHURCH, VA. The firm manages $1,322,181,149 in regulatory assets under management for 1,860 clients. Their advisory services include financial planning and portfolio management for individuals and high-net-worth individuals. They do not have a wrap fee program.
D'orazio & Associates, Inc.

7600 LEESBURG PIKE

FALLS CHURCH, VA 22043-2004

$1.32B

Assets Under Management

1

Total Clients

7

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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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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other

Percentage of retirement plan consulting assets

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Jeremy Meek’s Registration & Firm History

VA

08/18/2014 - Present

D'orazio & Associates, Inc. (FALLS CHURCH VA)

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Licenses & Designations

IA

Issued 07/17/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Lynn Meek.
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