Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Bailey Jones is a registered Investment Advisor Representative in Texas and Virginia. Meredith works with individuals and families providing financial planning and portfolio management services through SLP Wealth. Meredith has been in the financial services industry since 2009. Meredith is also a co-founder and CEO of Veterinary Financial Summit, LLC, a company that provides financial education to veterinary professionals. Meredith holds a Series 65 license and is a graduate of Virginia Tech.
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.
Helps you choose top advisors aligned with your financial goals.
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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VA
08/07/2023 - Present
SLP Wealth (MANAKIN-SABOT VA)
IA
Issued 12/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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