Best Investors Account Sign in
Inactive

Jacqueline Waterland Gordon

Meridian Wealth Advisors, LLC

Austin, TX

Claim This Profile
Current Employers
Meridian Wealth Advisors, Llc

3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-29
  • TX RA
    APPROVED
    Since 2019-04-29

Branch Locations

3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Institutional Services Company, Inc. Westlake TX 01/2016 01/2017
Fidelity Investments Westlake TX 02/2017 08/2017
Meridian Wealth Advisors, Llc Austin TX 08/2017 04/2019
Meridian Wealth Advisors, Llc Austin TX 04/2019 Present
Meridian Wealth Advisors, Llc Austin TX 04/2019 12/2022
Meridian Wealth Advisors, Llc Austin TX 01/2023 12/2024
Meridian Wealth Advisors, Llc Austin TX 01/2025 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-29
S63 Uniform Securities Agent State Law Examination 2016-02-22
  • S66 Uniform Combined State Law Examination
    2019-04-29
  • S63 Uniform Securities Agent State Law Examination
    2016-02-22
Designations
Other Names
  • Jackie Waterland
  • Jackie Waterland Gordon
  • Jacqueline Marie Waterland
  • Jackie Marie Waterland

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor