Jackie Lynn Goulas
Investment adviser representative at Meridian Wealth Management, LLC
19 yearsExperience
1 stateRegistered in
$5BFirm assets
16 yearsFirm 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
- Seminars and workshops
Experience
19 years in the industry.
- Meridian Wealth Management, LLCJan 2026 to now
- Integrity Ria LLCJun 2024 to now
- Arete Wealth Management LLCFeb 2024 to Jun 2024
- Dupre Carrier GodchauxApr 2005 to Jun 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 4373192
- Firm CRD
- 151523