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Jonathan James Meredith

Harris Williams

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About Jonathan James Meredith

Jonathan James Meredith is a financial advisor in Richmond, VA. He is currently registered with Harris Williams. He has been in the securities industry since July 9, 2014. Jonathan Meredith has passed the Series 63, SIE, and Series 79 exams.

Firm Information

Jonathan Meredith is currently registered with Harris Williams. Harris Williams is a Limited Liability Company that was formed in 2006. The firm is registered in 38 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

270

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.

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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Jonathan Meredith’s Registration & Firm History

VA

07/09/2014 - Present

Harris Williams (RICHMOND VA)

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Licenses & Designations

BC

Issued 08/01/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan James Meredith.
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