Sarah Jean Yakel
Investment adviser representative at Meridian Financial Partners LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$627.6MFirm assets
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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
Experience
11 years in the industry.
- Meridian Financial Partners, LLCSep 2015 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Meridian Financial Partners LLC
$627.6MAssets managed
583Clients
5Advisers
10 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
- 4637854
- Firm CRD
- 281969