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JP

Jeremy T. Pendergrass

MERIWETHER WEALTH & PLANNING
Minden, LA 71055
Some features on this profile are disabled
CRD#: 7156932
JP

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.
The advisor shows no other business activity.

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".
MW
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
Texas
(1/15/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/30/2019
Uniform Investment Adviser Law Examination

Current Firm

MW
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
8

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,271
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.

Company Information

MERIWETHER WEALTH & PLANNING, LLC

CRD#: 310713Minden, LA 71055

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