# JB Meridian Advisors, LLC

> JB Meridian Advisors, LLC is a state-registered investment advisory firm in Clermont, FL, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 154676
- Filed as: JB MERIDIAN ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clermont, FL
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154676
- AdvisorCensus page: https://advisorcensus.com/firm/jb-meridian-advisors-llc-clermont-fl-154676

## Quick answers

**How is JB Meridian Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JB Meridian Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JB Meridian Advisors, LLC located?**
JB Meridian Advisors, LLC's principal office is in Clermont, FL, according to its Form ADV.

**Is JB Meridian Advisors, LLC registered with the SEC or a state?**
JB Meridian Advisors, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154676.

**How much does JB Meridian Advisors, LLC manage?**
JB Meridian Advisors, LLC reports $38,637,965 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (93% discretionary).

**What types of clients does JB Meridian Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149); high net worth individuals (18); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Does JB Meridian Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154676

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $38,637,965
- Discretionary: $35,972,984
- Non-discretionary: $2,664,981

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $19,800,781 |
| High net worth individuals | 18 | $16,192,203 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $2,644,981 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2010 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jbmeridian.com
- Facebook @JBMeridianAdvisorsLLC
- LinkedIn @JACK-A-KENNEDY

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JB Meridian Advisors, LLC (CRD 154676): Form ADV filing data as of October 2026.