Jennifer Bahi has been an investment adviser representative at Meritas Wealth Management since January 2023, 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 · 3 yearsSan Rafael, CA · Adviser representative · Firm CRD 148565
Investment adviser representative registrations
Jennifer Bahi is registered as an investment adviser representative in 2 states. Each was approved in January 2023.
- CaliforniaSince 17 January 2023
- TexasSince 17 January 2023
Examinations
No examinations are on Jennifer Bahi’s record.
- Full name
- Jennifer Shirley Arbini Bahi
- CRD
- 7673573
- 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
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Jennifer Bahi work?
Jennifer Bahi is an investment adviser representative registered through Meritas Wealth Management, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jennifer Bahi a financial advisor?
Yes. Jennifer Bahi has a current investment-adviser registration in California and Texas, through Meritas Wealth Management since January 2023.
How many years of experience does Jennifer Bahi have?
Jennifer Bahi has 3 years in the financial industry, since January 2023, across 1 adviser firm.
Where is Jennifer Bahi based?
Jennifer Bahi’s registered office is in San Rafael, CA.
Is Jennifer Bahi registered with FINRA?
No. Jennifer Bahi has no current broker registration.
How can I verify Jennifer Bahi’s record?
Search CRD 7673573 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Bahi’s full registration record.