Unclaimed Profile

Jay L Heller

MERIDIAN WEALTH PARTNERS, LLC·EXTON, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 65Clean record17 years registeredMERIDIAN WEALTH PARTNERS, LLC

367 EAGLEVIEW BOULEVARD, EXTON, PA 19341CRD# 2742625Firm CRD# 287768

Profile Verification

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

Identity

Jay L Heller · EXTON, PA

Registration

CRD #2742625 · MERIDIAN WEALTH PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERIDIAN WEALTH PARTNERS, LLC

MERIDIAN WEALTH PARTNERS, LLC

Apr 2017 – Apr 2025

EXTON, PA

HJ WEALTH MANAGEMENT LLC

Jul 2009 – Dec 2017

PLYMOUTH MEETING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 31, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERIDIAN WEALTH PARTNERS, LLC

CRD 287768 · SEC 801-110067

AUM

$1.1B

Regulatory assets under management

Employees

2,155 client accounts

Services offered by MERIDIAN WEALTH PARTNERS, 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 MERIDIAN WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jay L Heller offer?

Jay L Heller specializes in Financial Planning, Investment Management.

What are Jay L Heller's credentials?

Jay L Heller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay L Heller located?

Jay L Heller is based in EXTON, Pennsylvania, last registered with MERIDIAN WEALTH PARTNERS, LLC.

How does Jay L Heller charge for services?

Jay L Heller'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 MERIDIAN WEALTH PARTNERS, LLC?

MERIDIAN WEALTH PARTNERS, LLC has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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