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James Anthony Mellon

Canter Wealth

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About James Anthony Mellon

James Mellon is an investment advisor representative at Canter Wealth in La Jolla, CA. James has been in the industry for over 10 years. James holds licenses in California and Texas. James has experience in working with individuals, high-net-worth individuals, and charitable organizations. James's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

James Mellon is currently registered with Canter Wealth. Canter Wealth is an investment advisory firm based in La Jolla, CA. They provide financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and charitable organizations. Canter Wealth manages approximately $302,045,491 in assets for 310 clients.
Canter Wealth

7825 FAY AVENUE

LA JOLLA, CA 92037

$302.05M

Assets Under Management

2

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Educational seminars

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James Mellon’s Registration & Firm History

CA

07/30/2019 - Present

Canter Wealth (LA JOLLA CA)

OR

07/04/2016 - 11/16/2017

TD AMERITRADE, INC. (PORTLAND OR)

MA

05/23/2012 - 01/22/2014

AXA ADVISORS, LLC (WELLESLEY MA)

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Licenses & Designations

BC

Issued 07/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/19/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Anthony Mellon.
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