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Kathryn Jane Meredith

MEREDITH KATHRYN JANE·VICTOR, New York
SIE, Series 7, Series 24, Series 63CFPClean recordMEREDITH KATHRYN JANE
50 SQUARE DRIVE, VICTOR, NY 14564CRD# 2083130Firm CRD# 107524

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathryn Jane Meredith · VICTOR, NY
Registration
CRD #2083130 · MEREDITH KATHRYN JANE
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
Professional designation · CFP
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HARNISH, JOHN, PAUL
CRD 107524 · SEC 801-52224
AUM
$172M
Regulatory assets under management
Employees
4
2,045 client accounts
Services offered by HARNISH, JOHN, PAUL
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HARNISH, JOHN, PAUL →
Introduction

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Frequently Asked Questions

What services does Kathryn Jane Meredith offer?
Kathryn Jane Meredith specializes in Financial Planning, Investment Management. Contact their office in VICTOR, New York for a consultation.
What are Kathryn Jane Meredith's credentials?
Kathryn Jane Meredith holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kathryn Jane Meredith located?
Kathryn Jane Meredith is based in VICTOR, New York, working with MEREDITH KATHRYN JANE. Their office serves clients in the VICTOR metropolitan area and surrounding communities.
How does Kathryn Jane Meredith charge for services?
Kathryn Jane Meredith's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEREDITH KATHRYN JANE?
MEREDITH KATHRYN JANE has approximately 4 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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