Jeremy T. Pendergrass

MERIWETHER WEALTH & PLANNING

Minden, LA 71055

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CRD#: 7156932

Professional summary

Jeremy Ty Pendergrass is a registered financial advisor currently at MERIWETHER WEALTH & PLANNING, LLC located in Minden, Louisiana.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jeremy has worked at 2 firms and has passed the Series 65 exam.

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.

Since 5/2017, I have been the owner of Pendergrass Management, LLC, non investment related,coaching and consultant firm, located at 1000 Chase Lane, Ruston, LA 71270. Duties include life coaching with business and non-profit leaders; meet with them to discuss goals/objectives, obstacles, and develop action steps to achieve desired results. Approximately 8 hours per month is devoted to this entity, none of the time during security trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Ty Pendergrass'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

January 15, 2021 - Present

MERIWETHER WEALTH & PLANNING, LLC

Office #1: 1000 Broadway St, Minden, LA 71055

RIA

CRD#: 310713

Minden, LA

Past

July 30, 2019 - January 13, 2021

ARGENT ADVISORS, INC.

RIA

CRD#: 112028

Minden, LA

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".

MERIWETHER WEALTH & PLANNING, LLC

MERIWETHER FINANCIAL ADVISORS, LLC | MERIWETHER WEALTH & PLANNING, LLC | MERIWETHER FINANCIAL ADVISORS. LLC

CRD#: 310713 / SEC#: 801-120142

RIA

Registered Investment Advisory firm - (1/14/2021 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

Louisiana
(1/15/2021)

IAR

Missouri
(1/15/2021)

IAR

Texas
(1/15/2021)

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 65

Date: 7/30/2019

Uniform Investment Adviser Law Examination

Current Firm

MERIWETHER WEALTH & PLANNING, LLC

MERIWETHER FINANCIAL ADVISORS, LLC | MERIWETHER WEALTH & PLANNING, LLC | MERIWETHER FINANCIAL ADVISORS. LLC

CRD#: 310713 / SEC#: 801-120142

RIA

Registered Investment Advisory firm - (1/14/2021 Approved)

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Contact information

Main Address

1000 Broadway St, Minden, LA 71055

Mailing Address

Phone number

(318) 377-1803

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- MERIWETHER WEALTH & PLANNING, LLC (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,271
AUM (Assets Under Management)	$ 263,227,511

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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Jeremy T. Pendergrass

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Ty Pendergrass's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIWETHER WEALTH & PLANNING, LLC

ARGENT ADVISORS, INC.

Primary Firm SEC Registration

MERIWETHER WEALTH & PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2019

Current Firm

MERIWETHER WEALTH & PLANNING, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIWETHER WEALTH & PLANNING, LLC

TRUST BUT VERIFY

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