Jacqueline Gordon
Meridian Wealth Advisors · Austin, Texas
Jacqueline Gordon is a fee-only financial advisor at Meridian Wealth Advisors in Austin, Texas, who holds the CFA credential. Meridian Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Meridian Wealth Advisors |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.74B across 1,539 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 6602523 |
| Exams passed | Series 63 (2016) · Series 66 (2019) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.meridianadvisors.com |
How Jacqueline's firm compares
- Meridian Wealth Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,539 accounts).
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Questions about Jacqueline
Is Jacqueline Gordon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacqueline holds no broker registration, and Meridian Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacqueline charge for financial advice?
Jacqueline's firm, Meridian Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacqueline Gordon based?
Jacqueline Gordon is based in Austin, Texas.
What credentials does Jacqueline Gordon hold?
Jacqueline Gordon holds the CFA credential.
Is Jacqueline Gordon registered with the SEC?
Yes. Jacqueline Gordon is registered as an investment adviser representative in TX (CRD 6602523), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Wealth Advisors manage?
Meridian Wealth Advisors reports $1.74B across 1,539 accounts in assets under management.
How do I contact Jacqueline Gordon?
Through Jacqueline's website, www.meridianadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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