JJ
Jon James Melander
CRD 1698904
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Boulay Financial Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Boulay Financial Advisors, Llc
Member · 25% – 50% · Aug 2024
-
Boulay Financial Advisors, Llc
Partner, Board Chair, Governor · Less than 5% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗