Brian Hudson Jones

Employer firm

Meridian Wealth Management, LLC CRD 151523

$4.98B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 08/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2016 → 08/2023
  Northwestern Mutual Investment Services Llc
  Covington, LA
• 01/2017 → 08/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2023 → Present
  Meridian Wealth Management
  Mandeville, LA

Other Businesses

VARSITY WEALTH, INVESTMENT RELATED, MANDEVILLE LA, DBA FOR FIXED INSURANCE, OFFICE OVERHEAD AND STAFF EXPENSES, INSURANCE AGENT, DBA FOR INVESTMENT ADVISORY BUSINESS THROUGH MWM, START DATE 8.24.2023, 160 HOURS PER MONTH DEVOTED, 160 HOURS PER MONTH DURING SECURITIES TRADING. SALES OF FIXED INSURANCE PRODUCTS AND OFFICE OVERSIGHT, INVESTMENT ADVISORY BUSINESS DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-29
• S63 Uniform Securities Agent State Law Examination
  2016-11-02

Other Names

• Brian Hudson Jones