Jay Harris
Meridian Asset Management · Bethlehem, Pennsylvania
Jay Harris is a fee-only financial advisor at Meridian Asset Management in Bethlehem, Pennsylvania. Meridian Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jay →
Facts
| Firm | Meridian Asset Management |
|---|---|
| Based in | Bethlehem, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $124.0M across 80 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5812149 |
| Exams passed | Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Jay's firm compares
- Meridian Asset Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 80 accounts).
Request an introduction to Jay
Tell Jay a little about what you're looking for. Jay isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jay
Is Jay Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Meridian Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Meridian Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jay Harris based?
Jay Harris is based in Bethlehem, Pennsylvania.
Is Jay Harris registered with the SEC?
Yes. Jay Harris is registered as an investment adviser representative in PA (CRD 5812149), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Asset Management manage?
Meridian Asset Management reports $124.0M across 80 accounts in assets under management.
How do I contact Jay Harris?
Contact details aren't on file yet. Search for Meridian Asset Management.
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.
See something wrong? Request a correction. Read our methodology.