John Stephen Grubbs
Investment adviser representative at Meridian Wealth Management
13 yearsExperience
3 statesRegistered in
$117.8MFirm assets
Under 1 yearFirm in business
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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
Experience
13 years in the industry.
- Meridian Wealth Management, LLCDec 2016 to now
- Columbia River AdvisorsJul 2013 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Meridian Wealth Management
Legal name: Meridian Wealth Management, LLC
$117.8MAssets managed
71Clients
3Advisers
Under 1 yearIn 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
- 4119665
- Firm CRD
- 285853