JB MERIDIAN ADVISORS, LLC

JB MERIDIAN ADVISORS, LLC of CLERMONT, FL is an SEC-registered investment adviser (CRD 154676). Regulatory assets under management: $38.6M.

Registration

• CRD: 154676
• Type: Registered investment adviser
• Location: 1009 EAST AVENUE, CLERMONT, FL, 34711
• Phone: (877) 398-0051
• Latest filing: 2026-03-17
• Regulatory AUM: $38.6M
• Discretionary AUM: $36.0M
• Non-discretionary AUM: $2.7M
• Clients: 2
• Accounts: 178

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154676 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search