AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JG

Jackie L. Goulas

MERIDIAN WEALTH MANAGEMENT
Lafayette, LA 70508
Some features on this profile are disabled
CRD#: 4373192
JG

Professional summary

Jackie Lynn Goulas, who also goes by Jackie Lynn Dupre, Jackie D Goulas, Jackie Lynn Goulas, Jackie Goulas, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Lafayette, Louisiana.

Jackie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jackie has worked at 6 firms and has passed the Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jackie Lynn Dupre | Jackie D Goulas | Jackie Lynn Goulas | Jackie Goulas

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 Jackie Lynn Goulas'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®
None

Experience

Current

January 5, 2026 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 221 Southpark, Lafayette, LA 70508
RIA
CRD#: 151523
Lafayette, LA
Past

July 23, 2024 - December 31, 2025

INTEGRITY RIA, LLC

RIA
CRD#: 150415
LAFAYETTE, LA
Past

February 7, 2024 - June 25, 2024

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
OPELOUSAS, LA
Past

February 20, 2012 - November 13, 2023

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
OPELOUSAS, LA
Past

October 14, 2009 - March 1, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
OPELOUSAS, LA
Past

October 7, 2009 - March 1, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
OPELOUSAS, LA
Past

June 20, 2008 - October 24, 2009

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

August 9, 2005 - December 31, 2007

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
OPELOUSAS, LA
Past

October 8, 2003 - May 13, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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".
MW
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA
Registered Investment Advisory firm - (10/14/2009 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.

Highlighted states indicate IAR registrations

IAR
Louisiana
(1/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/7/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/7/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/7/2003
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MW
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA
Registered Investment Advisory firm - (10/14/2009 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
100 W Main Street Suite 450, Lexington, KY 40507
Mailing Address
Phone number
(859) 543-4516
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH MANAGEMENT FORM ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts8,802
AUM (Assets Under Management)$ 3,885,527,411

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.

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

CRD#: 151523Lafayette, LA 70508

TRUST BUT VERIFY

Monitor Jackie Goulas

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Minh Duc Pham
Minh PhamAdvisorCheck Check Mark
NYLIFE SECURITIES LLC
RR
Lafayette, LA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.