Jordan Mark Wilson
Investment adviser representative at Meridian Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm 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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Meridian Wealth Management, LLCJul 2025 to now
- BairdJul 2022 to Jul 2025
- Truist Advisory Services, Inc.Feb 2021 to Jul 2022
- Truist Investment Services, Inc.Feb 2021 to Jul 2022
- Bb&tJan 2019 to Feb 2021
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t Investment Services, Inc.Aug 2012 to Feb 2021
- Bb&t BankAug 2012 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 5446695
- Firm CRD
- 151523