BJ
BJ

Brian Hudson Jones

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,961 clients
Average Client Portfolio
$981K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None
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Location

2090 Woodrow Street, Mandeville, LA, 70471

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian operates Varsity Wealth in Mandeville, LA, which is a DBA for fixed insurance sales, office oversight, and investment advisory services. He dedicates a full-time commitment to this activity.

Employment History
Current Registrations
Meridian Wealth Management, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
September 2016 - September 2023 · 7 yrs
State Registrations1 state
LA
Advisor
Exams
No exam information available for this advisor.
Brian Hudson Jones - Financial Advisor | TrueAdvisor