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Jenna Nicole White

Investment Adviser Representative at Meridian Wealth Management, LLC

Lexington, KYCRD #7948396Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jenna Nicole White is an investment adviser representative with Meridian Wealth Management, LLC in Lexington, KY, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Kentucky.

Office

100 W Main Street, Suite 450
Lexington, KY 40507

Advisors at this office: 25

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kentucky

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/8/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Meridian Wealth Management, LLCCurrent
8/8/2024 – Lexington, KY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Meridian Wealth Management, LLC
    Jun 2024 – no end date reportedLexington, KY
  2. Greenbrier Golf and Country Club
    Aug 2022 – Mar 2024Lexington, KY
  3. Olive Garden
    Jun 2022 – Aug 2022Lexington, KY
  4. Student
    Jul 2014 – May 2020Lexington, KY
  5. University of Kentucky
    Aug 2020 – May 2024Lexington, KY
  6. State Farm Pool
    Jul 2021 – Aug 2021Lexington, KY

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Meridian Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
58
Offices listed on AdvisorFinder:
12
Main office:
Lexington, KY
SEC file number:
801-70676

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Meridian Wealth Management, LLC

Showing 12 of 58 in the directory

View Meridian Wealth Management, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jenna Nicole White has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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