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John J Meo

Investment adviser representative at Exodus Wealth, LLC
13 yearsExperience
1 stateRegistered in
$483.6MFirm assets
11 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

Experience

13 years in the industry.

  1. Exodus Wealth, LLCJun 2026 to now
  2. Fortune Financial Services, Inc.Oct 2025 to now
  3. Yorktown Systems Group, IncFeb 2025 to now
  4. Meo Wealth Management, LLC.Oct 2024 to Jan 2026
  5. U.S. ArmyJun 2017 to Mar 2025
  6. Referee for Soccer While In High SchoolSep 2013 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

Exodus Wealth, LLC

$483.6MAssets managed
2,249Clients
56Advisers
11 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
7999683
Firm CRD
174328
Advisor's SEC record (opens in a new tab)
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