JL
Jeremy M. Legare
MERIDIAN INVESTMENTS
VIENNA, VA 22182
Some features on this profile are disabled
CRD#: 6961465
JL
Professional summary
Jeremy Michael Legare is a registered financial professional currently at MERIDIAN INVESTMENTS, INC. located in Vienna, Virginia.
Jeremy is registered as a RR (Registered Representative) and started their career in finance in 2018. Jeremy has worked at 1 firm and has passed the Series 63, Series 7TO, SIE and Series 22 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Jeremy Michael Legare'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®
NoneExperience
Current
June 14, 2018 - Present
MERIDIAN INVESTMENTS, INC.
Office #1: 8065 Leesburg Pike Suite 504, Vienna, VA 22182BD
CRD#: 13225
VIENNA, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Alabama(6/30/2025)
RR
Alaska(6/30/2025)
RR
Arizona(6/30/2025)
RR
Arkansas(6/30/2025)
RR
California(6/30/2025)
RR
Colorado(6/30/2025)
RR
Connecticut(6/30/2025)
RR
Delaware(6/30/2025)
RR
District of Columbia(6/30/2025)
RR
Florida(6/30/2025)
RR
Georgia(6/30/2025)
RR
Hawaii(6/30/2025)
RR
Idaho(6/30/2025)
RR
Illinois(6/30/2025)
RR
Indiana(6/30/2025)
RR
Iowa(6/30/2025)
RR
Kansas(6/30/2025)
RR
Kentucky(8/2/2018)
RR
Louisiana(6/30/2025)
RR
Maine(6/30/2025)
RR
Maryland(6/30/2025)
RR
Massachusetts(6/30/2025)
RR
Michigan(6/30/2025)
RR
Minnesota(6/30/2025)
RR
Mississippi(6/30/2025)
RR
Missouri(6/30/2025)
RR
Montana(6/30/2025)
RR
Nebraska(6/30/2025)
RR
Nevada(6/30/2025)
RR
New Hampshire(6/30/2025)
RR
New Jersey(6/30/2025)
RR
New Mexico(6/30/2025)
RR
New York(6/30/2025)
RR
North Carolina(6/30/2025)
RR
North Dakota(6/30/2025)
RR
Ohio(7/1/2025)
RR
Oklahoma(6/30/2025)
RR
Oregon(6/30/2025)
RR
Pennsylvania(6/30/2025)
RR
Rhode Island(6/30/2025)
RR
South Carolina(6/30/2025)
RR
South Dakota(6/30/2025)
RR
Tennessee(6/30/2025)
RR
Texas(6/30/2025)
RR
Utah(6/30/2025)
RR
Vermont(6/30/2025)
RR
Virginia(6/30/2025)
RR
Washington(6/30/2025)
RR
West Virginia(6/30/2025)
RR
Wisconsin(6/30/2025)
RR
Wyoming(6/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/27/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MI
MERIDIAN INVESTMENTS, INC.
MERIDIAN INVESTMENTS, INC.
CRD#: 13225 / SEC#: , 8-29124
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
8065 Leesburg Pike 504, Vienna, VA 22182
Mailing Address
8065 Leesburg Pike 504, Vienna, VA 22182
Phone number
(301) 983-5000
Established
Massachusetts since 04/22/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
Disclosures
| Regulatory Event | 2 |
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.
