Jacqueline W. Gordon
Professional summary
Jacqueline Waterland Gordon, who also goes by Jackie Waterland Gordon, Jackie Marie Waterland, Jackie Waterland, Jacqueline Marie Waterland, is a registered financial advisor currently at MERIDIAN WEALTH ADVISORS, LLC located in Austin, Texas.
Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jacqueline has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacqueline Waterland Gordon's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 29, 2019 - Present
MERIDIAN WEALTH ADVISORS, LLC
Office #1: 3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746February 16, 2016 - September 5, 2017
FIDELITY DISTRIBUTORS COMPANY LLC
Primary Firm SEC Registration
MERIDIAN WEALTH ADVISORS, LLC
CRD#: 282609 / SEC#: 801-107344
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/29/2019)
Exams
Current Firm
MERIDIAN WEALTH ADVISORS, LLC
CRD#: 282609 / SEC#: 801-107344
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,440 |
| AUM (Assets Under Management) | $ 1,450,816,126 |
Red Flags
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