Christopher J. Popso

MERIDIAN WEALTH ADVISORS

Austin, TX 78746

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CRD#: 6865686

Professional summary

Christopher Jacob Popso, who also goes by Chris Popso, is a registered financial advisor currently at MERIDIAN WEALTH ADVISORS, LLC located in Austin, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Christopher has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 57 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Popso

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.

MyTennisLessons LLC; Not investment-related; TX; Independent contractor for tennis lesson instruction; Start date: 10/30/2020; 8 hours/month devoted to other business (0 hours/month during securities trading hours). Christopher Popso; Not investment-related; TX; Sole proprietorship; Tennis instructor; Start date: 03/01/2021; 2 hours/month devoted to other business (0 hours/month during securities trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Jacob Popso'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

August 5, 2022 - Present

MERIDIAN WEALTH ADVISORS, LLC

Office #1: 3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746

RIA

CRD#: 282609

Austin, TX

Past

July 31, 2020 - July 28, 2022

PIMCO INVESTMENTS LLC

CRD#: 154957

Austin, TX

Past

August 20, 2018 - September 2, 2020

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PRINCETON, NJ

Past

August 15, 2018 - July 10, 2020

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

PRINCETON, NJ

Past

March 7, 2018 - August 1, 2018

BB&T SECURITIES, LLC

RIA

CRD#: 142785

KING OF PRUSSIA, PA

Past

December 22, 2017 - August 1, 2018

BB&T SECURITIES, LLC

CRD#: 142785

KING OF PRUSSIA, PA

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".

MERIDIAN WEALTH ADVISORS, LLC

JLG GROUP, LLC | MERIDIAN WEALTH ADVISORS, LLC

CRD#: 282609 / SEC#: 801-107344

RIA

Registered Investment Advisory firm - (3/4/2016 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

Texas
(8/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/6/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/2018

General Securities Representative Examination

General Industry/Product Exam

Series 57

Date: 12/22/2017

Securities Trader Exam

Current Firm

MERIDIAN WEALTH ADVISORS, LLC

JLG GROUP, LLC | MERIDIAN WEALTH ADVISORS, LLC

CRD#: 282609 / SEC#: 801-107344

RIA

Registered Investment Advisory firm - (3/4/2016 Approved)

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Contact information

Main Address

3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746

Mailing Address

Phone number

(512) 717-5580

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,440
AUM (Assets Under Management)	$ 1,450,816,126

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.

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Advisor Monitoring

Firm Stability Insights

Christopher J. Popso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Jacob Popso's CRS (Customer Relationship Summary).

Certified licenses

Experience

PIMCO INVESTMENTS LLC

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

Primary Firm SEC Registration

MERIDIAN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/6/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/23/2018

Series 57

Date: 12/22/2017

Current Firm

MERIDIAN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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