Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Mellor is a financial advisor who has been in the industry since 1997. Jason has a strong background in both investment and insurance products. Currently, Jason is an advisor at Cetera Investment Advisers LLC, where they focus on providing comprehensive financial planning services. Jason has worked at several different firms over their career, including Securian Financial Services, Inc., MML Investors Services, LLC, and New England Securities. Jason is registered to provide investment advice in multiple states, including New Jersey, Texas, California, Colorado, Delaware, Florida, New York, Pennsylvania, South Carolina, South Dakota, and several others. Jason is also registered to sell securities in all of those states, and has a strong focus on helping individuals and families reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (MANASQUAN NJ)
NJ
08/09/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Manasquan NJ)
NJ
03/25/2017 - 08/13/2019
MML INVESTORS SERVICES, LLC (WALL TOWNSHIP NJ)
NJ
01/10/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NJ
01/14/1997 - 01/02/2015
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
BC
Issued 1/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/31/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 1/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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