Jennifer S. Bahi
MERITAS WEALTH MANAGEMENT | Financial Planner
SAN RAFAEL, CA 94903
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CRD#: 7673573
Professional summary
Jennifer Shirley Arbini Bahi, CFP® is a registered financial advisor currently at MERITAS WEALTH MANAGEMENT, LLC located in San Rafael, California.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jennifer has worked at 1 firm .
Biography
With years of experience in a variety of professional settings, Jen’s knowledge brings a unique perspective to Meritas. Having spent many years traveling, living, working, and studying abroad in several countries, Jen has developed strong interpersonal communication skills and the capacity to think on a global scale. Her voracious love for learning makes her a valuable team member. Throughout her career at Meritas which she began in 2015 and grew through several positions, Jen has developed foundational knowledge and strong client relationships.
She is a lover of languages and holds a B.A. in Italian Studies from UC Berkeley, an M.A. in French Language and Culture from Middlebury College, and is currently working on an M.S. in Financial Planning at Golden Gate University. Jen is an avid reader and enjoys painting and writing. She also loves being outdoors and spending time with loved ones.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Shirley Arbini Bahi'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®
CFP®
Start date: 2022
Experience
Current
January 17, 2023 - Present
MERITAS WEALTH MANAGEMENT, LLC
Office #1: 3950 Civic Center Drive Suite 210, San Rafael, CA 94903RIA
CRD#: 148565
SAN RAFAEL, CA
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
MERITAS WEALTH MANAGEMENT, LLC
CLARKE FINANCIAL | MERITAS WEALTH MANAGEMENT, LLC | CLARKE, GREGG, ERIC | CLARKE, GREGG
CRD#: 148565 / SEC#: 801-69687
RIA
Registered Investment Advisory firm - (10/29/2008 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
California(1/17/2023)
IAR
Texas(1/17/2023)
Exams
Current Firm
MW
MERITAS WEALTH MANAGEMENT, LLC
CLARKE FINANCIAL | MERITAS WEALTH MANAGEMENT, LLC | CLARKE, GREGG, ERIC | CLARKE, GREGG
CRD#: 148565 / SEC#: 801-69687
RIA
Registered Investment Advisory firm - (10/29/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3950 Civic Center Drive Suite 210, San Rafael, CA 94903
Mailing Address
Phone number
(415) 300-4560
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 933 |
| AUM (Assets Under Management) | $ 533,826,660 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 07/28/2023 | ||
| 11/23/2022 |
Red Flags
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Company Information
MERITAS WEALTH MANAGEMENT, LLC
Financial PlannerCRD#: 148565San Rafael, CA 94903TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
