Advisory services offered through JB Meridian Advisors, LLC.
JB Meridian Advisors, LLC does not offer, solicit or provide tax and/or legal advice.
I. Registration
a. JB Meridian Advisors, LLC, herein “JB Meridian”, is a Registered Investment Advisor registered in the State of Florida, Louisiana and Texas. This website is published in the State of Florida and is intended for residents of the State of Florida, Louisiana and Texas. Individuals who choose to access this site from other locations are doing so on their own initiative and are responsible for compliance with applicable local laws and regulations.
b. JB Meridian financial professionals may only conduct business with residents of the States and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.
Services mentioned in this website may not be available in all states. To request information, contact your JB Meridian investment advisor representative. JB Meridian is not soliciting business in any state or international jurisdictions where it is not registered.
Content
No statement within the website should be construed as a recommendation to buy or sell any securities or to provide investment advice. Any investment advice provided by JB Meridian is specific to each client and is based on each client’s risk tolerance and investment objectives.
Opinions expressed on JB Meridians website are only current at the time that they are made and are subject to change without notice. Any third party charts or tables on this website are unaudited and the performance information is provided by one or more commercial databases.
While JB Meridian believe this information to be reliable, we bear no responsibility whatsoever for any errors or omissions. Please be aware that past performance or historical statements are not indicative of future results. Appropriate suitability must be determined on an individual basis by clients’ investment advisor representative.
Investments in foreign securities are subject to particular risks including currency fluctuations, socio, economic and political instability, differing security regulations and accounting standards, and changes in taxation.
Nothing on this website should be construed as a deposit or other obligation of, or guaranteed by, any bank. Unless otherwise stated any investments discussed are not FDIC insured, and may lose value.
d. Investments involve risks, including the risks of losing some or all of the invested capital and liquidity restrictions as defined in the offering documents.
e. Please be aware that you cannot invest directly in an index. Index results assume the re-investment of all dividends and interest.
Ill ADVII
a. JB Meridian’s Form ADV Part II brochure is available upon request and includes relevant information regarding the services available.
IV. Custodian Information
a. Scottrade, Inc., herein "Scottrade", is a registered broker-dealer, and is not affiliated with any advisors listed on this website. JB Meridian is independently owned and operated.
Scottrade neither endorses nor recommends any particular advisor or investment strategy.
JB Meridian provides investment advisory services for your account. JB Meridian has agreements with Scottrade under which Scottrade provides JB Meridian with services related to your account. Scottrade does not review JB Meridian s website, and makes no representation regarding the content of the site. The information contained in the JB Meridian website should not be considered to be either a recommendation by Scottrade or as solicitation of any offer to purchase or sell any securities.
SIPC coverage protects your assets in the unlikely event that Scottrade, Inc. should fail to meet its obligations. However, SIPC coverage does not protect against a decline in the market value of securities.
Third Party Websites
The information on this website is being provided strictly as a courtesy. When you link to any of the third party websites provided on our site, you are leaving this website. We make no representations as to the completeness or accuracy of any information provided at these sites. JB Meridian is not liable for any direct or indirect technical or system issue or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through this website. When you access one of these websites, you are leaving our site and you are assuming total responsibility and risk for your use of the websites you are linking to.
CFA Institute
JB Meridian Advisors claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by CFA Institute.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
JB Meridian and the CFA Institute are not affiliated.