Peter Giacona
JB Meridian Advisors · Clermont, Florida
Peter Giacona 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 · CRD 219694 |
| Exams passed | Series 63 (1985) · Series 65 (2011) · Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.jbmeridian.com |
How Peter'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 Peter
Is Peter Giacona a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter's firm, JB Meridian Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Giacona based?
Peter Giacona is based in Clermont, Florida.
Is Peter Giacona registered with the SEC?
Yes. Peter Giacona is registered as an investment adviser representative in FL and LA (CRD 219694), 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 Peter Giacona?
Through Peter'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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