JB MERIDIAN ADVISORS, LLC

JB Meridian Advisors, LLC is a registered investment advisor serving individuals and institutions with customized portfolio management and financial...

JB MERIDIAN ADVISORS, LLC

JB Meridian Advisors, LLC is an SEC-registered investment adviser in Clermont, FL. The firm manages $39 million in assets, $36 million on a discretionary basis. It has 2 employees and 2 investment advisers.

linkedin.com/company/jack-a-kennedy

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is JB MERIDIAN ADVISORS, LLC?

JB MERIDIAN ADVISORS, LLC is a ria tracked on Altss.

What is JB MERIDIAN ADVISORS, LLC's assets under management?

JB MERIDIAN ADVISORS, LLC reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for JB MERIDIAN ADVISORS, LLC?

Altss maintains an OSINT-verified profile of JB MERIDIAN ADVISORS, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is JB MERIDIAN ADVISORS, LLC?

JB MERIDIAN ADVISORS, LLC is classified by Altss as a RIA.

How does Altss source intelligence on JB MERIDIAN ADVISORS, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was JB MERIDIAN ADVISORS, LLC's Altss profile last updated?

JB MERIDIAN ADVISORS, LLC's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.