Unclaimed Profile

James Edward Meketa

MEKETA FIDUCIARY MANAGEMENT, LLC·CARLSBAD, California

Clean recordMEKETA FIDUCIARY MANAGEMENT, LLC

5796 ARMADA DRIVE, CARLSBAD, CA 92008CRD# 4361091Firm CRD# 323605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Edward Meketa · CARLSBAD, CA

Registration

CRD #4361091 · MEKETA FIDUCIARY MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Edward Meketa is a registered financial advisor based in CARLSBAD, California, affiliated with MEKETA FIDUCIARY MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

MEKETA FIDUCIARY MANAGEMENT, LLC

AUM

$16.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MEKETA FIDUCIARY MANAGEMENT, LLC →

Services

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4361091

Firm CRD# 323605

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Edward Meketa offer?

James Edward Meketa specializes in Wealth Management. Contact their office in CARLSBAD, California for a consultation.

What are James Edward Meketa's credentials?

James Edward Meketa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Edward Meketa located?

James Edward Meketa is based in CARLSBAD, California, working with MEKETA FIDUCIARY MANAGEMENT, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does James Edward Meketa charge for services?

James Edward Meketa's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEKETA FIDUCIARY MANAGEMENT, LLC?

MEKETA FIDUCIARY MANAGEMENT, LLC has approximately 1 employees and manages $16.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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