Michael Jason Meily
Investment adviser representative at Verdence Capital Advisors, LLC
18 yearsExperience
3 statesRegistered in
ChFC®Designation
$4.6BFirm assets
Are you Michael Jason Meily? 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
Experience
18 years in the industry.
- Verdence Capital Advisors, LLCSep 2026 to now
- Harvest Investment Consultants, LLCSep 2008 to Sep 2026
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (MD, PA, VA).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
9 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
- 3168526
- Firm CRD
- 288512