Jason Andrew Totedo
Investment adviser representative at Meridian Wealth Management, LLC
14 yearsExperience
4 statesRegistered in
CFADesignation
$5BFirm assets
Are you Jason Andrew Totedo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Meridian Wealth Management, LLCOct 2026 to now
- Mutual Advisors, LLC.Feb 2019 to now
- Ameriprise Financial Service, Inc.Sep 2012 to Feb 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 4 states (CA, KY, TX, WA).
Meridian Wealth Management, LLC
$5BAssets managed
5,533Clients
58Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2506709
- Firm CRD
- 151523