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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 registered investment advisor representative with Cetera Investment Advisers LLC. Jason has been in the financial services industry since 1997. Jason has experience with a number of financial firms, including Securian Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc. and New England Securities. Jason has a variety of certifications and qualifications including the Series 7, Series 6, Series 24, Series 52TO, Series 53, and Series 63. Jason is also a Chartered Financial Consultant. Jason is licensed in a number of states and provides investment advisory services for individuals, businesses, and other entities. Jason is committed to providing his clients with comprehensive financial planning and investment management services.
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 01/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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