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Jacob Meredith, CFA

Jacob Meredith, CFA

Equities and Derivatives Analyst

Followers of Jacob Meredith, CFA303 followers
location of Jacob Meredith, CFAArlington, Virginia, United States

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  • Timeline

  • About me

    Manager at Valuation Services, Inc.

  • Education

    • Glenvar High School

      2006 - 2009

    • Virginia Tech

      2009 - 2013
      Bachelor of Science (BS) in Business Finance: Investment Management

  • Experience

    • RRC Wealth Management

      Jun 2012 - Nov 2013
      Equities and Derivatives Analyst

    • Appalachian Capital Group, LLC

      Nov 2013 - Jul 2016
      President

      Investment management and research company serving retirement savers and other investment firms.

    • Valuation Services, Inc.

      Jul 2016 - now
      Manager

      Provide valuation analyses for various types of closely held enterprises including asset holding companies and operating businesses in a wide gamut of industries such as government contracting, manufacturing, real estate, technology, and professional services, among others. Also provide analyses of intangible assets, such as trade names, and private fixed income securities such as private promissory notes and split-dollar receivables.Have provided valuation analyses for various purposes including gift and estate tax planning/reporting, financial lending purposes, and shareholder disputes/transactions. Show less

  • Licenses & Certifications

    • Chartered Financial Analyst

      May 2017

  • Volunteer Experience

    • Soccer Coach

      Issued by Glenvar Youth Boosters on Aug 2013
      Glenvar Youth BoostersAssociated with Jacob Meredith, CFA