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Brian Eric Fulton

CRD# 5037234·Registered 2005 - 2014
Previously Registered: Being a previously registered professional could mean that Brian 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.

Professional Summary

Brian Eric Fulton was a registered financial advisor. Brian was a previously registered financial professional and started their career in finance 2005 - 2014. Brian had worked at 4 firms and has passed the Series 66, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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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Years of Experience

21 years in the financial services industry

Current & Past Employments

JB MERIDIAN ADVISORS, LLC·CRD# 154676
RIA
Clermont, FL
October 7, 2010 - February 21, 2014
NATIONAL SECURITIES CORPORATION·CRD# 7569
BD
Tampa, FL
June 9, 2010 - July 1, 2010
GUNNALLEN FINANCIAL, INC·CRD# 17609
RIA
Tampa, FL
September 26, 2007 - March 31, 2010
GUNNALLEN FINANCIAL, INC·CRD# 17609
BD
Tampa, FL
September 25, 2007 - March 31, 2010
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
RIA
Tampa, FL
March 12, 2007 - April 10, 2007
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
Tampa, FL
November 3, 2005 - April 10, 2007

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Current Firm

JM
JB MERIDIAN ADVISORS, LLC

JB MERIDIAN ADVISORS, LLC

CRD#: 154676
Florida
Registered Investment Advisory firm - Florida (10/7/2010 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (3/29/2012 Approved)
New York
Registered Investment Advisory firm - New York (4/27/2022 Approved)
Texas
Registered Investment Advisory firm - Texas (2/5/2015 Conditional Restricted)

Contact Information

Main Address

1009 East Avenue, Clermont, FL 34711

Phone Number

(877) 398-0051

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

178

AUM (Assets Under Management)

$38,637,965

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Nov 2006About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Nov 2005About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2008About the Series 24 exam

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CRS (Client Relationship Summary)

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

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