JW
Jordan M. Wilson
MERIDIAN WEALTH MANAGEMENT
Lexington, KY 40507
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CRD#: 5446695
JW
Professional summary
Jordan Mark Wilson, CFP® is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Lexington, Kentucky.
Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jordan has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
JUNIOR ACHIEVEMENT OF THE BLUEGRASS POSITION: Board Member NATURE: Non-Profit Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/04/2010 ADDRESS: 1092 Duvall St. Ste. 240, Lexington KY 40515 DESCRIPTION: Promotes entrepreneurship and business knowledge for children K-12. They raise money through company sponsorship, direct donations, and fundraising events. DV8 KITCHEN POSITION: Member NATURE: All-day breakfast, fast casual restaurant. DV8 will consist of a breakfast all day offering and wholesale bakery. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2017 ADDRESS: 867 S Broadway, Lexington KY 40504 FAYETTE PROPERTY GROUP LLC POSITION: member NATURE: own residential rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/23/2020 ADDRESS: 245 Rand Ave., Lexington KY 40508 Name of Business: Fayette Property Group LLC. Address: Lexington, Kentucky Position: Member Nature: Fayette Property Group LLC owns one duplex. We're currently in the rental real estate business. Start Date: 12/01/2020 Investment Related: No Number of Hours: 5 Securities Trading Hours: 0 Description: Finding tenants, paying bills, maintaining financials. Name/Address: Illuminate Hope LLC, 245 Rand Ave, Lexington, KY 40508 Start Date: April 18th, 2023 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member with checking signing authority. Investment Related
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Mark Wilson's 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®
Experience
Current
July 3, 2025 - Present
MERIDIAN WEALTH MANAGEMENT, LLC
Office #1: 100 W Main Street Suite 450, Lexington, KY 40507RIA
CRD#: 151523
Lexington, KY
Past
July 29, 2022 - July 20, 2025
ROBERT W. BAIRD & CO. INCORPORATED
RIA
CRD#: 8158
Lexington, KY
Past
July 29, 2022 - July 20, 2025
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
Lexington, KY
Past
February 17, 2021 - June 24, 2022
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
Lexington, KY
Past
February 17, 2021 - June 24, 2022
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
LEXINGTON, KY
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
November 15, 2012 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
LEXINGTON, KY
Past
September 5, 2012 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
LEXINGTON, KY
Past
January 25, 2010 - June 3, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LEXINGTON, KY
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
Kentucky(7/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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)
Regulatory assets under management
| Total Number of Accounts | 8,802 |
| AUM (Assets Under Management) | $ 3,885,527,411 |
Red Flags
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Company Information
MERIDIAN WEALTH MANAGEMENT, LLC
CRD#: 151523Lexington, KY 40507TRUST BUT VERIFY
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