Jeffrey Mc Coy
Advisor at Meridian Investment Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Meridian Investment Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Little Rock, AR 72212
Credentials
Series 65
Industry experience
< 1 year
Jeffrey Mc Coy is a Series 65-licensed advisor with Meridian Investment Advisors in Little Rock, AR. He has one year of industry experience, including previous roles at Castellano & Associates and a background in education. Meridian Investment Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients such as trusts, foundations, and public pension funds. The firm emphasizes customized portfolio construction with a focus on appropriate asset allocation, fundamental equity analysis, and high-quality fixed income, serving a diverse client base including municipalities and managing assets across multiple retirement plans.
Based on Meridian Investment Advisors
Based on Meridian Investment Advisors
Fixed fees for consultations as agreed with client
$0 - $1,000,000: 1.00% annually $1,000,001 - $11,000,000: 0.85% annually $11,000,001 - $21,000,000: 0.75% annually $21,000,001+: 0.50% annually
Hourly or daily rate agreed to by client for consultations
Account minimum: $500,000 Fee-only: Hourly or daily fees, fixed fees, or percentage fees may be negotiated for financial consultations
11300 Cantrell Road, Suite 200
Little Rock, AR 72212
Arkansas
Meridian Management Co
2025 - Present (1 year)
Castellano & Associates
2024 - 2025 (1 year)
Castellano & Associates
2021 - 2024 (3 years)
Ouachita Baptist University
2020 - 2024 (4 years)
Law Office of Paul W. Turner
2020 - 2020 (1 year)
Waskom High School
2016 - 2020 (4 years)
Homeschool
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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