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Jon Carl Melzer

Kroll Securities LLC

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About Jon Carl Melzer

Jon Carl Melzer is a financial advisor who has been in the industry since 1999. Jon is currently registered with Kroll Securities LLC. Jon has previously worked at Trenwith Securities, LLC, Houlihan Lokey Howard & Zukin Capital, Inc., Credit Suisse First Boston Corporation, Donaldson, Lufkin & Jenrette Securities Corporation, and PricewaterhouseCoopers Securities LLC. Jon holds the Series 7, Series 24, Series 63, Series 79TO, and SIE licenses. Jon is registered in 21 states.

Firm Information

Jon Melzer is currently registered with Kroll Securities LLC. Kroll Securities LLC is a Limited Liability Company formed in June 1997. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

114

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.

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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Jon Melzer’s Registration & Firm History

NY

10/07/2008 - Present

Kroll Securities LLC (NEW YORK NY)

MA

10/05/2007 - 10/03/2008

TRENWITH SECURITIES, LLC (BOSTON MA)

NY

06/14/2001 - 07/18/2007

HOULIHAN LOKEY HOWARD & ZUKIN CAPITAL, INC. (NEW YORK NY)

NY

11/03/2000 - 01/26/2001

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NJ

09/12/2000 - 01/26/2001

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

IL

11/10/1998 - 09/12/2000

PRICEWATERHOUSECOOPERS SECURITIES LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 12/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Carl Melzer.
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