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Peter Vincent Giacona

Jb Meridian Advisors, LLC

Clermont, FL

Mandeville, LA

Metairie, LA

CRD 219694

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Employer firm

Jb Meridian Advisors, LLC CRD 154676

$38.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Jb Meridian Advisors, Llc

1009 East Avenue, Clermont, FL 34711 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-03
LA RA APPROVED 2012-03-29
  • FL RA
    APPROVED
    Since 2025-01-03
  • LA RA
    APPROVED
    Since 2012-03-29

Branch Locations

1009 East Avenue, Clermont, FL 34711 • United States

Mandeville, LA • United States

2948 Metairie Heights Avenue, Metairie, LA 70002 • 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
Jb Meridian Advisors, Llc Clermont FL 06/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-11
S66 Uniform Combined State Law Examination 2010-09-20
S63 Uniform Securities Agent State Law Examination 1985-08-29
  • S65 Uniform Investment Adviser Law Examination
    2011-03-11
  • S66 Uniform Combined State Law Examination
    2010-09-20
  • S63 Uniform Securities Agent State Law Examination
    1985-08-29

View on SEC IAPD

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