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Jared Meese

Advisor at Shearwater Capital

Updated today
Shearwater Capital logo

Firm

Shearwater Capital

Location

Ballwin, MO

Credentials

Series 63, Series 65

Industry experience

18 years

About

Jared Meese is a financial advisor at Shearwater Capital in Ballwin, MO, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shearwater Capital since 2007, following an earlier tenure at Edward Jones starting in 2000. Shearwater Capital serves individuals, families, high-net-worth clients, qualified retirement plans, and trusts by providing investment management, comprehensive financial planning, and investment supervisory services. The firm employs a long-term, scientifically based investment approach emphasizing broad global diversification, tax efficiency, and low-cost passive funds, primarily utilizing Dimensional Fund Advisors’ products.

Client services

Based on Shearwater Capital

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Shearwater Capital

Passive / index investing Tax-loss harvesting Wealth management

Fee options

Percentage

<$100,000 - $100,000: 0.85% $100,000 - $250,000: 0.75% $250,000 - $500,000: 0.65% $500,000 - $1,000,000: 0.55% $1,000,000 - $2,500,000: 0.45% $2,500,000 - $5,000,000: 0.35% $5,000,000 - $10,000,000: 0.25% >$10,000,000+: 0.15%

Other

Account minimum: $500,000 Fee-only: Fee-only investment advisory firm, investment management fees only

Location

Ballwin, MO

Most active in

California · Colorado · Florida · Illinois · Missouri

Work history

Shearwater Capital

2007 - Present (19 years)

Edward Jones

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bruce K

Series 65

Fenton, MO

Midwest Investment Advisors, LLC

Options & derivatives strategies Real estate investing Annuities
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Michael M

Series 63, Series 65

Chesterfield, MO

Mills Barrington Advisors, LLC.

Passive / index investing Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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Richard M

Series 65

Saint Louis, MO

Midwest Advisors LLC

Real estate investing Options & derivatives strategies
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Gary C

Series 63, Series 65

Chesterfield, MO

Premier Wealth Advisory Services, Inc.

Active portfolio management
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Stephen P

Series 63, Series 65

Chesterfield, MO

S.P. Parkin & Co

Active portfolio management General estate planning guidance General retirement planning Cash flow / budgeting

Michael D

CFP®, CPA

Cottleville, MO

Peakview Strategies

Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.

Income planning Engineering Professional Gen X (Born 1965-1980)
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