Jonathan Richard Meaney

Current Employers

Employment History

• 05/2006 → Present
  Raymond James Financial Services,Inc.
  Dallas, TX
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 07/2010 → 03/2018
  Ash Brokerage
  Dallas, TX

Previous Registrations

• 2005-07-11 → 2006-03-28
  Hilltop Securities Inc.
  Dallas, TX

Other Businesses

(1) Name of Business: Carter Financial Management Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251, United States Activity Type: Support Company - Owner Position/Title: : JM Wealth Management LLC is an owner of Carter Financial Management Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a support company and how we do business as in relation to our letterhead, stationery, website and this is how I do business in my role as a registered representative of Raymond James Financial Services. (2) Name of Business: JM Wealth Management LLC Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251, United States Activity Type: Support Company - Owner Position/Title: : Owner. Investment Related: No Start Date: 02/26/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-5 Description of duties: This is a S Corporation entity and limits my liability. Sole Owner of this LLC. This LLC is a one third owner of Carter Advisory Services, effective 03/31/2026. (3) Name of Business: BCFM Services, LP Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251-3296, United States Activity Type: Support Company Position/Title: JM Wealth Management LLC is a one third owner and limited partner of BCFM Services L.P. Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Limited Partner, management of business finances. (4) Name of Business: Carter Wealth Enterprises LLC Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251-3296, United States Activity Type: Support Company - Owner Position: JM Wealth Management LLC has a one third ownership of Carter Wealth Enterprises (the general partner of BCFM Services L.P.). Investment Related: No. Start Date: 03/27/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: limits liability.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-06
• S63 Uniform Securities Agent State Law Examination
  2002-04-12

Designations