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Theodore Jackson Meredith

Sammons Financial Network, LLC

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About Theodore Jackson Meredith

Theodore Jackson Meredith is a financial advisor with Sammons Financial Network, LLC. Theodore is a licensed securities professional with a Series 6, Series 63 and SIE licenses. Theodore has been in the financial industry since November 17, 2017, and has experience with MM ASCEND LIFE INVESTOR SERVICES, LLC, BRIGHTHOUSE SECURITIES, LLC, THE LEADERS GROUP, INC. and JACKSON NATIONAL LIFE DISTRIBUTORS LLC. Theodore is currently registered with Iowa.

Firm Information

Theodore Meredith is currently registered with Sammons Financial Network, LLC. Sammons Financial Network, LLC is a Limited Liability Company formed in June 2011. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

155

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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Theodore Meredith’s Registration & Firm History

IA

11/16/2022 - Present

Sammons Financial Network, LLC (WEST DES MOINES IA)

OH

11/19/2021 - 11/14/2022

MM ASCEND LIFE INVESTOR SERVICES, LLC (CINCINNATI OH)

NC

07/13/2021 - 11/17/2021

BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)

KY

01/14/2021 - 06/18/2021

THE LEADERS GROUP, INC. (Louisville KY)

TN

10/23/2017 - 01/14/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

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Licenses & Designations

BC

Issued 11/14/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Jackson Meredith.
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