DFX Intelligence

Data Factory

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

JB MERIDIAN ADVISORS, LLC

CRD 154676

CLERMONT, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d4e95cfb-9a44-5bce-a666-a0be624710f8

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Mar 17, 2026 to Mar 17, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

JB Meridian Advisors, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $38.6MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $36.0M
Private client RAUM: $36.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 178
Individual clients: 149
High net worth clients: 18
Custody, client assets: $38.6M
CRD: 154676
Filings on the tape: 1
First filed: Mar 17, 2026
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, FL
Website: jbmeridian.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PETER VINCENT GIACONA	n/a	Metairie, LA \| MANDEVILLE, LA \| CLERMONT, FL	14	41	n/a	no
JACK ALEXANDER KENNEDY	n/a	CLERMONT, FL	14	22	2	no

Relationships

Registered with (3)

← PETER VINCENT GIACONAAdvisorregistration: current employment
Mar 29, 2012 to presentfactForm ADV
← JACK ALEXANDER KENNEDYAdvisorregistration: current employment
Mar 29, 2012 to presentfactForm ADV
← John Carter CopelandAdvisorregistration: previous registration
Jan 31, 2023 to Sep 25, 2024factForm ADV

Dated events

Occurred
Sep 25, 2024
Advisor changed firm
John Carter Copeland left Jb Meridian Advisors, Llc for Blue Jasper Capital Llc (registered 2024-10-03)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4e95cfb-9a44-5bce-a666-a0be624710f8
First observed: Mar 17, 2026
Last observed: Mar 17, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JB MERIDIAN ADVISORS, LLC

CRD 154676

CLERMONT, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d4e95cfb-9a44-5bce-a666-a0be624710f8

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER VINCENT GIACONA

n/a

Metairie, LA | MANDEVILLE, LA | CLERMONT, FL

n/a

JACK ALEXANDER KENNEDY

n/a

CLERMONT, FL