Jack Kennedy
JB Meridian Advisors · Clermont, Florida
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.
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Facts
| Firm | JB Meridian Advisors |
|---|---|
| Based in | Clermont, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $38.6M across 178 accounts |
| SEC registration | Investment adviser representative in FL, LA, NY, TX · CRD 4741897 |
| Exams passed | Series 63 (2004) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.jbmeridian.com |
| Profile |
How Jack's firm compares
- JB Meridian Advisors's average account is about $217,000, from its Form ADV (assets managed divided by 178 accounts).
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Questions about Jack
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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