# Jack Kennedy

> Jack Kennedy is a fee-only financial advisor at JB Meridian Advisors in Clermont, Florida. JB Meridian Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jack-kennedy/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** JB Meridian Advisors
- **Based in:** Clermont, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $38.6M across 178 accounts
- **CRD:** 4741897 (https://adviserinfo.sec.gov/individual/summary/4741897)
- **SEC registration:** Investment adviser representative in FL, LA, NY, TX
- **Exams passed:** Series 63 (2004), Series 66 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.jbmeridian.com

## Frequently asked questions

### Is Jack Kennedy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and JB Meridian Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jack charge for financial advice?

Jack's firm, JB Meridian Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jack Kennedy based?

Jack Kennedy is based in Clermont, Florida.

### Is Jack Kennedy registered with the SEC?

Yes. Jack Kennedy is registered as an investment adviser representative in FL, LA, NY and TX (CRD 4741897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JB Meridian Advisors manage?

JB Meridian Advisors reports $38.6M across 178 accounts in assets under management.

### How do I contact Jack Kennedy?

Through Jack's website, www.jbmeridian.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4741897): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.