Jennifer Meldrim

Current Employers

Solaris Strategic Wealth

Waxhaw, NC • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-04-06
NV	RA	APPROVED	2026-02-23
NC	RA	APPROVED	2026-02-18

SC RA
APPROVED

Since 2026-04-06
NV RA
APPROVED

Since 2026-02-23
NC RA
APPROVED

Since 2026-02-18

Branch Locations

Henderson, NV • United States

Waxhaw, NC • 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

Organization	City	State	From	To
Money Counts, Inc.	Henderson	NV	10/2008	05/2024
Lpl Financial, Llc	Henderson	NV	05/2024	02/2026
Solaris Strategic Wealth, Llc	Henderson	NV	02/2026	Present
Simplicity Investments	Henderson	NV	02/2026	Present
Lpl Financial, Llc	Henderson	NV	06/2024	02/2026

10/2008 → 05/2024

Money Counts, Inc.

Henderson, NV
05/2024 → 02/2026

Lpl Financial, Llc

Henderson, NV
02/2026 → Present

Solaris Strategic Wealth, Llc

Henderson, NV
02/2026 → Present

Simplicity Investments

Henderson, NV
06/2024 → 02/2026

Lpl Financial, Llc

Henderson, NV

Previous Registrations

2024-06-20 → 2026-02-17

Lpl Financial Llc

Henderson, NV

San Diego, CA

Henderson, NV

Other Businesses

1.) SOLARIS STRATEGIC WEALTH - 9/1/08 - 414 Five Leaf Lane Waxhaw, NC 28713 - Financial Advisor, Investment Advice/Wealth planning/Financial advisor, Invt Rel, Financial planning & invt mgmt, 160 hrs/mo; 130 hrs/mo (during trading hours). 2.) INSURANCE AGENT. VARIOUS CARRIERS. 10% OF TIME EACH MONTH.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-18

S66 Uniform Combined State Law Examination

2024-06-18

Other Names

Jennifer Ellen Cate
Jen Ellen Cate
Jen Ellen Meldrim

View on SEC IAPD