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Meredith Michelle Jackson

Venturi Private Wealth

Austin, TX

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Current Employers
Venturi Private Wealth

3600 N. Capital Of Texas Hwy. Building B, Suite 200, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-01
  • TX RA
    APPROVED
    Since 2022-04-01

Branch Locations

3600 N. Capital Of Texas Hwy. Building B, Suite 200, 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
Venturi Private Wealth Austin TX 08/2020 Present
Unemployed - Recent Grad Austin TX 06/2020 07/2020
Graduate Student - Southern Methodist University Dallas TX 11/2019 05/2020
Unemployed - Recent Graduate From College Austin TX 06/2019 10/2019
Student - Texas A&M University College Station TX 08/2015 05/2019
  • 08/2020 → Present
    Venturi Private Wealth
    Austin, TX
  • 06/2020 → 07/2020
    Unemployed - Recent Grad
    Austin, TX
  • 11/2019 → 05/2020
    Graduate Student - Southern Methodist University
    Dallas, TX
  • 06/2019 → 10/2019
    Unemployed - Recent Graduate From College
    Austin, TX
  • 08/2015 → 05/2019
    Student - Texas A&M University
    College Station, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-01
  • S65 Uniform Investment Adviser Law Examination
    2022-04-01
Other Names
  • Meredith Michelle Jackson

View on SEC IAPD

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JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

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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

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