Peter V. Giacona

JB MERIDIAN ADVISORS

Clermont, FL 34711

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CRD#: 219694

Professional summary

Peter Vincent Giacona JR is a registered financial advisor currently at JB MERIDIAN ADVISORS, LLC located in Clermont, Florida.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Peter has worked at 9 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 15 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Vincent Giacona JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 24, 2011 - Present

JB MERIDIAN ADVISORS, LLC

Office #1: 1009 East Avenue, Clermont, FL 34711Office #2: 2948 Metairie Heights Avenue, Metairie, LA 70002

RIA

CRD#: 154676

Clermont, FL

Past

May 16, 2001 - October 15, 2008

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

May 9, 2001 - May 16, 2001

PAN-AMERICAN FINANCIAL ADVISERS

CRD#: 15578

NEW ORLEANS, LA

Past

September 7, 1999 - May 10, 2001

THE FIRST AMERICAN INVESTMENT BANKING CORPORATION

CRD#: 39263

TAMPA, FL

Past

July 3, 1990 - September 16, 1999

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

Past

May 24, 1985 - July 3, 1990

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

November 12, 1975 - April 23, 1981

CONTISECURITIES, INC.

CRD#: 6926

Past

January 5, 1973 - July 18, 1975

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

May 17, 1971 - December 13, 1972

F I DUPONT GLORE FORGAN & CO

CRD#: 1000002

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/24/2011)

IAR

Louisiana
(3/29/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/11/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/20/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/29/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/18/1985

General Securities Representative Examination

General Industry/Product Exam

Series 15

Date: 3/7/1983

Foreign Currency Options Examination

General Industry/Product Exam

Series 1

Date: 12/8/1967

Registered Representative Examination

Current Firm

JB MERIDIAN ADVISORS, LLC

CRD#: 154676 / SEC#:

Florida

Registered Investment Advisory firm - (10/7/2010 Approved)

Louisiana

Registered Investment Advisory firm - (3/29/2012 Approved)

New York

Registered Investment Advisory firm - (4/27/2022 Approved)

Texas

Registered Investment Advisory firm - (2/5/2015 Conditional Restricted)

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Contact information

Main Address

1009 East Avenue, Clermont, FL 34711

Mailing Address

Phone number

(877) 398-0051

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	172
AUM (Assets Under Management)	$ 31,926,797

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Peter V. Giacona

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Vincent Giacona JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUNNALLEN FINANCIAL, INC

PAN-AMERICAN FINANCIAL ADVISERS

THE FIRST AMERICAN INVESTMENT BANKING CORPORATION

J.C. BRADFORD & CO.

PRUDENTIAL EQUITY GROUP, LLC

CONTISECURITIES, INC.

E. F. HUTTON & COMPANY INC

F I DUPONT GLORE FORGAN & CO

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/2011

Series 66

Date: 9/20/2010

Series 63

Date: 8/29/1985

Series 7

Date: 5/18/1985

Series 15

Date: 3/7/1983

Series 1

Date: 12/8/1967

Current Firm

JB MERIDIAN ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JB MERIDIAN ADVISORS, LLC

TRUST BUT VERIFY

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