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J Kevin Meaders

J Kevin Meaders

CFP®
MAGELLAN PLANNING GROUP
ATLANTA, GA
·CRD# 3020658·28 years experience

Professional Summary

J Kevin Meaders, CFP®, who also goes by Jerald Kevin Meaders, Kevin Meaders, is a registered financial advisor currently at MAGELLAN PLANNING GROUP located in Atlanta, Georgia. J is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. J has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jerald Kevin Meaders, Kevin Meaders

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 1999

Years of Experience

28 years in the financial services industry

Current & Past Employments

Current

MAGELLAN PLANNING GROUPCurrent·CRD# 338739
RIA
4170 Ashford Dunwoody Rd. Suite 480, Atlanta, GA 30319
January 5, 2026 - Present

Past

CETERA INVESTMENT ADVISERS LLCPast·CRD# 105644
RIA
Atlanta, GA
March 22, 2023 - December 31, 2025
CETERA WEALTH SERVICES, LLCPast·CRD# 13572
BD
Atlanta, GA
June 9, 2021 - December 31, 2025
CETERA WEALTH SERVICES, LLCPast·CRD# 13572
RIA
Atlanta, GA
June 9, 2021 - June 29, 2023
VOYA FINANCIAL ADVISORS, INC.Past·CRD# 2882
RIA
Atlanta, GA
January 7, 2009 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.Past·CRD# 2882
BD
Atlanta, GA
December 19, 2008 - June 9, 2021
OPTIMUM WEALTH MANAGEMENT, LLCPast·CRD# 132422
RIA
Woodstock, GA
June 1, 2006 - April 16, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694
RIA
Atlanta, GA
April 3, 2003 - December 22, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694
BD
Atlanta, GA
November 27, 2000 - December 22, 2008
FIRST MONTAUK SECURITIES CORP.Past·CRD# 13755
BD
Red Bank, NJ
August 12, 1998 - November 28, 2000
CENTENNIAL CAPITAL MANAGEMENT, INC.Past·CRD# 38988
BD
Atlanta, GA
April 3, 1998 - August 11, 1998

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Current Firm

MP
MAGELLAN PLANNING GROUP

MAGELLAN PLANNING GROUP | MAGELLAN PLANNING GROUP, INC.

CRD#: 338739 / SEC#: 801-134622
RIA
Registered Investment Advisory firm - SEC (1/5/2026 Approved)

Contact Information

Main Address

4170 Ashford Dunwoody Rd. Suite 480, Atlanta, GA 30319

Phone Number

(404) 257-8811

# of Employees

3

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MAGELLAN PLANNING GROUP BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

420

AUM (Assets Under Management)

$209,983,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1.) MAGELLAN LEGAL, LLC; NON-INVESTMENT RELATED; 4170 ASHFORD DUNWOODY RD STE 480, BROOKHAVEN; GA; 30319; LAW FIRM; PARTNER; 07/2006; APPROX. 16 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; ESTATE PLANNING & PROBATE ATTORNEY.

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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".
MP
MAGELLAN PLANNING GROUP

MAGELLAN PLANNING GROUP | MAGELLAN PLANNING GROUP, INC.

CRD#: 338739 / SEC#: 801-134622
RIA
Registered Investment Advisory firm - SEC (1/5/2026 Approved)

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.
IAR
Georgia
(1/12/2026)
IAR
Texas
(1/5/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1998About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Sep 1998About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view J Kevin Meaders's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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