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JM

Jennifer Meldrim

SOLARIS STRATEGIC WEALTH
HENDERSON, NV
Some features on this profile are disabled
CRD#: 5625095
JM

Professional summary

Jennifer Meldrim, who also goes by Jen Ellen Cate, Jennifer Ellen Cate, Jen Ellen Meldrim, is a registered financial advisor currently at SOLARIS STRATEGIC WEALTH located in Henderson, Nevada and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jennifer has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jen Ellen Cate | Jennifer Ellen Cate | Jen Ellen Meldrim

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 Jennifer Meldrim'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®
None

Experience

Current

February 18, 2026 - Present

SOLARIS STRATEGIC WEALTH

RIA
CRD#: 339657
HENDERSON, NV
Current

February 12, 2026 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

June 20, 2024 - February 17, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
HENDERSON, NV
Past

May 10, 2024 - February 17, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
HENDERSON, NV

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Nevada
(2/12/2026)
IAR
North Carolina
(2/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/18/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/10/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/15/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SS
SOLARIS STRATEGIC WEALTH
SOLARIS STRATEGIC WEALTH | SOLARIS STRATEGIC WEALTH, LLC

CRD#: 339657 / SEC#:

North Carolina
Registered Investment Advisory firm - (2/18/2026 Approved)
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Contact information

Main Address
Waxhaw, NC
Mailing Address
Phone number
(704) 315-5623
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Red Flags

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Company Information

SOLARIS STRATEGIC WEALTH

CRD#: 339657Henderson, NV

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