Jacqueline Remar has been an investment adviser representative at Meritas Wealth Management since August 2018, and is not listed among the firm’s executive officers or direct owners.
Meritas Wealth Management, LLC is a San Rafael, CA firm with $619M under management, 335 clients and 5 advisers across 3 offices, as of its March 2026 filing.
- – present · 8 yearsSan Rafael, CA · Adviser representative · Firm CRD 148565
Investment adviser representative registrations
Jacqueline Remar is registered as an investment adviser representative in 2 states. The first approvals date from August 2018; the most recent is Texas, in March 2019.
- CaliforniaSince 31 August 2018
- TexasSince 19 March 2019
Examinations
No examinations are on Jacqueline Remar’s record.
- Full name
- Jacqueline Kendall Remar
- CRD
- 7008423
- Firm
- Meritas Wealth Management · CRD 148565
- Office
- 3950 CIVIC CENTER DRIVE, SUITE 210, San Rafael, CA 94903
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacqueline Remar work?
Jacqueline Remar is an investment adviser representative registered through Meritas Wealth Management, LLC since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jacqueline Remar a financial advisor?
Yes. Jacqueline Remar has a current investment-adviser registration in California and Texas, through Meritas Wealth Management since August 2018.
How many years of experience does Jacqueline Remar have?
Jacqueline Remar has 8 years in the financial industry, since August 2018, across 1 adviser firm.
Where is Jacqueline Remar based?
Jacqueline Remar’s registered office is in San Rafael, CA.
Is Jacqueline Remar registered with FINRA?
No. Jacqueline Remar has no current broker registration.
How can I verify Jacqueline Remar’s record?
Search CRD 7008423 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacqueline Remar’s full registration record.