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Jhonny Antenor Merida soto

Glassman Wealth Services, LLC

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About Jhonny Antenor Merida soto

Jhonny Antenor Merida soto is a Certified Financial Planner. Jhonny is an Investment Advisor Representative, registered with the state of Virginia. Jhonny is associated with Glassman Wealth Services, LLC, and has been with the firm since January of 2025. Prior to joining Glassman Wealth Services, LLC, Jhonny was associated with Edelman Financial Engines, Turn2Partners, Washington Wealth Advisors, Access National Bank, Virginia Polytechnic Institute and State University, Chick-Fil-A, and Washington-Lee High School. Jhonny has a Series 65 license and holds a Uniform Investment Adviser Law Examination. Jhonny specializes in Financial Planning, Portfolio Management for Individuals and Selection of Other Advisers.

Firm Information

Jhonny Merida soto is currently registered with Glassman Wealth Services, LLC. Glassman Wealth Services, LLC is an independent, fee-only registered investment advisory firm headquartered in Vienna, Virginia. They provide a range of financial advisory services, including financial planning, portfolio management, and selection of other advisors, to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $2 billion in assets.
Glassman Wealth Services, LLC

8000 TOWERS CRESCENT DRIVE

VIENNA, VA 22182

$2.05B

Assets Under Management

1

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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Jhonny Merida soto’s Registration & Firm History

VA

01/29/2025 - Present

Glassman Wealth Services, LLC (VIENNA VA)

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Licenses & Designations

IA

Issued 06/13/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jhonny Antenor Merida soto.
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