Jay L. Heller

Some features on this profile are disabled

CRD#: 2742625

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jay L Heller was a registered financial professional .

Jay is a previously registered financial professional and started their career in finance in 1996. Jay had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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.

Mr. Heller is also a license insurance professional; Non-investment related; same address; less than 10% of business time.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 10, 2017 - April 16, 2025

MERIDIAN WEALTH PARTNERS, LLC

RIA

CRD#: 287768

EXTON, PA

Past

July 31, 2009 - December 7, 2017

HJ WEALTH MANAGEMENT LLC

RIA

CRD#: 139160

PLYMOUTH MEETING, PA

Past

July 9, 2007 - May 24, 2016

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

PLYMOUTH MEETING, PA

Past

November 6, 2001 - July 6, 2007

CINCINNATI ANALYSTS, INC.

CRD#: 5478

PLYMOUTH MEETING, PA

Past

January 31, 2000 - November 6, 2001

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

May 16, 1996 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

May 16, 1996 - February 16, 2000

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERIDIAN WEALTH PARTNERS, LLC

MERIDIAN WEALTH PARTNERS, LLC | MERIDIAN WEALTH PARTNERS, LLC.

CRD#: 287768 / SEC#: 801-110067

RIA

Registered Investment Advisory firm - (3/20/2017 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 11/23/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/15/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/24/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/30/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/15/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MERIDIAN WEALTH PARTNERS, LLC

MERIDIAN WEALTH PARTNERS, LLC | MERIDIAN WEALTH PARTNERS, LLC.

CRD#: 287768 / SEC#: 801-110067

RIA

Registered Investment Advisory firm - (3/20/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

367 Eagleview Boulevard Ste 202, Exton, PA 19341

Mailing Address

Phone number

(610) 272-4700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS (4/28/2025)

Regulatory assets under management

Total Number of Accounts	2,259
AUM (Assets Under Management)	$ 1,255,735,728

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
08/23/2024	Cover Page	Report
10/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jay L. Heller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HJ WEALTH MANAGEMENT LLC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CINCINNATI ANALYSTS, INC.

NATIONAL PLANNING CORPORATION

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

MERIDIAN WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/1998

Series 63

Date: 5/15/1996

SIE

Date: 5/24/2016

Series 7

Date: 6/30/1999

Series 6

Date: 5/15/1996

Current Firm

MERIDIAN WEALTH PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MERIDIAN WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors