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Jeremy Ty Pendergrass

MERIWETHER WEALTH & PLANNING, LLC·MINDEN, Louisiana
Series 65Clean record7 years registeredMERIWETHER WEALTH & PLANNING, LLC
1000 BROADWAY ST, MINDEN, LA 71055CRD# 7156932Firm CRD# 310713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Ty Pendergrass · MINDEN, LA
Registration
CRD #7156932 · MERIWETHER WEALTH & PLANNING, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

MERIWETHER WEALTH & PLANNING, LLC
Jan 2021 – present
ARGENT ADVISORS, INC.
Jul 2019 – Jan 2021
Minden, LA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 30, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERIWETHER WEALTH & PLANNING, LLC
CRD 310713 · SEC 801-120142
AUM
$220M
Regulatory assets under management
Employees
7
1,166 client accounts
Services offered by MERIWETHER WEALTH & PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MERIWETHER WEALTH & PLANNING, LLC →
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05

Frequently Asked Questions

What services does Jeremy Ty Pendergrass offer?
Jeremy Ty Pendergrass specializes in Financial Planning, Investment Management. Contact their office in MINDEN, Louisiana for a consultation.
What are Jeremy Ty Pendergrass's credentials?
Jeremy Ty Pendergrass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Ty Pendergrass located?
Jeremy Ty Pendergrass is based in MINDEN, Louisiana, working with MERIWETHER WEALTH & PLANNING, LLC. Their office serves clients in the MINDEN metropolitan area and surrounding communities.
How does Jeremy Ty Pendergrass charge for services?
Jeremy Ty Pendergrass's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIWETHER WEALTH & PLANNING, LLC?
MERIWETHER WEALTH & PLANNING, LLC has approximately 7 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERIWETHER WEALTH & PLANNING, LLC

Tracy Lynn Campbell
MINDEN, LA
Tyrus Lamar Pendergrass
MINDEN, LA
CFP
Andrew M Pendergrass
MINDEN, LA
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Louisiana
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City Guides
NEW ORLEANS GuideBATON ROUGE GuideLAFAYETTE GuideMETAIRIE GuideSHREVEPORT Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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