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MJ

Meredith B. Jones

ALLVET FINANCIAL
MANAKIN SABOT, VA
Some features on this profile are disabled
CRD#: 7681191
MJ

Professional summary

Meredith Bailey Jones is a registered financial advisor currently at ALLVET FINANCIAL located in Manakin Sabot, Virginia.

Meredith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Meredith has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

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.
Meredith Jones is currently a Consultant/Speaker under Dr. Meredith Jones, LLC, this position includes; performing speaking engagements, consulting, content creation, and receiving occasional affiliate payments. She devotes approximately 30 hours per month to this activity, 60% of which occurs during trading hours. Clients of Allvet are not involved in, nor are they solicited to participate in this outside business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meredith Bailey Jones'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®
None

Experience

Current

June 10, 2025 - Present

ALLVET FINANCIAL

RIA
CRD#: 336247
MANAKIN SABOT, VA
Past

August 7, 2023 - June 2, 2025

SLP WEALTH

RIA
CRD#: 325631
MANAKIN-SABOT, VA
Past

January 13, 2023 - July 25, 2023

VINCERE WEALTH MANAGEMENT, LLC

RIA
CRD#: 293852
MANAKIN-SABOT, VA

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
(10/31/2025)
IAR
Connecticut
(10/29/2025)
IAR
Louisiana
(10/21/2025)
IAR
New York
(10/9/2025)
IAR
Texas
(7/11/2025)
IAR
Virginia
(6/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/21/2022
Uniform Investment Adviser Law Examination

Current Firm

AF
ALLVET FINANCIAL
ALLVET FINANCIAL | ALLVET FINANCIAL LLC

CRD#: 336247 / SEC#:

California
Registered Investment Advisory firm - (10/31/2025 Approved)
Connecticut
Registered Investment Advisory firm - (10/28/2025 Approved)
Louisiana
Registered Investment Advisory firm - (10/21/2025 Approved)
New York
Registered Investment Advisory firm - (10/9/2025 Approved)
Texas
Registered Investment Advisory firm - (6/20/2025 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (6/10/2025 Approved)
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Contact information

Main Address
Manakin Sabot, VA
Mailing Address
Phone number
(804) 201-4615
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts44
AUM (Assets Under Management)$ 858,971

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

ALLVET FINANCIAL

CRD#: 336247Manakin Sabot, VA

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