Unclaimed Profile

James Gerard Meredith

HEFREN-TILLOTSON, INC.·PITTSBURGH, Pennsylvania

SIE, Series 7TO, Series 24, Series 27, Series 40, Series 63, Series 99TOPFS25 years registeredHEFREN-TILLOTSON, INC.

308 SEVENTH AVE, PITTSBURGH, PA 15222CRD# 853602Firm CRD# 53

Profile Verification

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

Identity

James Gerard Meredith · PITTSBURGH, PA

Registration

CRD #853602 · HEFREN-TILLOTSON, INC. · 25 years registered

Brand Profile

Not yet started

Career History

ROBERT W. BAIRD & CO. INCORPORATED

Oct 2022 – present

HEFREN-TILLOTSON, INC.

Jun 2001 – Oct 2022

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 24

Series 27

Series 40

Series 63

Series 99TO

Registration record

First registered · June 14, 2001

Years registered · 25

Professional designation · PFS

Disclosure History

2015Customer Dispute·Settled

1982Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HEFREN-TILLOTSON, INC.

CRD 53 · SEC 801-55083

AUM

$12.4B

Regulatory assets under management

Employees

273

30,861 client accounts

Services offered by HEFREN-TILLOTSON, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HEFREN-TILLOTSON, INC. →

Introduction

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Frequently Asked Questions

What services does James Gerard Meredith offer?

James Gerard Meredith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are James Gerard Meredith's credentials?

James Gerard Meredith holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Gerard Meredith located?

James Gerard Meredith is based in PITTSBURGH, Pennsylvania, working with HEFREN-TILLOTSON, INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does James Gerard Meredith charge for services?

James Gerard Meredith's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEFREN-TILLOTSON, INC.?

HEFREN-TILLOTSON, INC. has approximately 273 employees and manages $12.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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