Jesus Arteaga

MERITED WEALTH

North Bay Village, FL 33141

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CRD#: 4247534

Professional summary

Jesus Arteaga, CFP®, who also goes by Jesus Arteaga, Jesus Artenga, is a registered financial advisor currently at MERITED WEALTH, LLC located in North Bay Village, Florida.

Jesus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jesus has worked at 5 firms and has passed the SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jesus Arteaga | Jesus Artenga

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.

1) OWNER/PARTNER OF HERITAGE FINANCIAL GROUP LLC, INVESTMENT RELATED, START 3/12/04; WHICH OFFERS CLIENTS; EMPLOYEE BENEFITS HEALTH INSURANCE, P&C INSURANCE AND PAYROLL SERVICES. 120 HPM /100 DURING SECURITIES TRADING HOURS 2) JESUS ARTEAGA, PA, OWNER, START DATE 2.2023, INSURANCE AGENT, 40 HPM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesus Arteaga's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

February 16, 2023 - Present

MERITED WEALTH, LLC

Office #1: 1666 79th Street Causeway Suite 501, North Bay Village, FL 33141

RIA

CRD#: 299549

North Bay Village, FL

Past

February 13, 2018 - February 9, 2023

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

Miami, FL

Past

February 12, 2018 - February 9, 2023

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

Miami, FL

Past

July 23, 2015 - February 13, 2018

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

MIAMI, FL

Past

February 8, 2010 - February 13, 2018

INVEST FINANCIAL CORPORATION

CRD#: 12984

MIAMI, FL

Past

September 30, 2004 - December 31, 2009

KOVACK SECURITIES INC.

CRD#: 44848

MIAMI, FL

Past

November 3, 2000 - October 25, 2004

NYLIFE SECURITIES LLC

CRD#: 5167

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".

MERITED WEALTH, LLC

CRD#: 299549 / SEC#: 801-129613

RIA

Registered Investment Advisory firm - (2/29/2024 Approved)

Florida

Registered Investment Advisory firm - (3/5/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/5/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(2/16/2023)

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

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/2/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MERITED WEALTH, LLC

CRD#: 299549 / SEC#: 801-129613

RIA

Registered Investment Advisory firm - (2/29/2024 Approved)

Florida

Registered Investment Advisory firm - (3/5/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/5/2024 Terminated)

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Contact information

Main Address

1666 79th Street Causeway Suite 501, North Bay Village, FL 33141

Mailing Address

Phone number

(305) 722-0091

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERITED WEALTH, LLC ADV PART 2A (8/15/2025)

Regulatory assets under management

Total Number of Accounts	783
AUM (Assets Under Management)	$ 143,359,170

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

Jesus Arteaga

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesus Arteaga's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

KOVACK SECURITIES INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

MERITED WEALTH, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 6

Date: 11/2/2000

Current Firm

MERITED WEALTH, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERITED WEALTH, LLC

TRUST BUT VERIFY

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