ABOUT

Meldrum Wealth Management
 

Meldrum Wealth Management was founded on relationships. We are focused on you, your family and your goals. Expect unparalleled service – from phone calls to ensure you are on the right track, to convenient meeting times and locations – we never stop working for you.

 

 

Jonathan Meldrum
President


Jonathan Meldrum has more than a decade of passion and experience in financial services, guiding clients through challenging market cycles. He holds Series 7 and Series 66 security licenses, and is also licensed in Life and Health Insurance. He graduated from Michigan State University with a master’s degree in accounting and a bachelor’s degree in finance.

 

A resident of Saint Clair, Michigan, Jonathan is committed to serving and giving back to the Blue Water community. His involvements include:

 

  • Grants and Arts Committee member for the Community Foundation of St. Clair County

  • Citizens Review Committee member for the United Way of St. Clair County

  • Past President Rotary Club of Port Huron

  • Board member of the Riverbank Youth Theatre

 

Jonathan is a proud husband and father. He enjoys spending time on the water with his wife and four children, and making the occasional appearance onstage at the local Snug and Riverbank Theatres.

Let’s Talk

Call us today to learn how we can help you achieve your financial goals.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207

Purshe Kaplan Sterling Investment and Meldrum Wealth Management are not affiliated companies.

The information herein has been obtained from sources which we believe to be reliable but we do not guarantee its accuracy or completeness. Material provided is for information purposes only and does not constitute advice or recommendations or a solicitation of any offer to buy or sell any security which may be referred herein. Investing involves risk and there can be no assurance that any specific investment is either suitable or will be profitable for your portfolio. Consult your financial professional and other tax and legal advisors with regard to your specific situation. Jonathan Meldrum transacts business in states where he is properly registered or is excluded or exempted from registration requirements.