Jenna Nicole White
Investment adviser representative at Meridian Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$5BFirm assets
16 yearsFirm in business
Are you Jenna Nicole White? 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Meridian Wealth Management, LLCJun 2024 to now
- Greenbrier Golf and Country ClubAug 2022 to Mar 2024
- Olive GardenJun 2022 to Aug 2022
- State Farm PoolJul 2021 to Aug 2021
- University of KentuckyAug 2020 to May 2024
- StudentJul 2014 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7948396
- Firm CRD
- 151523