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Jonathan Melehan

Black Knight Wealth Management, LLC

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About Jonathan Melehan

Jonathan Melehan is an investment advisor representative at Black Knight Wealth Management, LLC in Frisco, TX. Jonathan is a licensed investment advisor representative in Texas. Jonathan was previously employed at MORGAN STANLEY in DALLAS, TX. Jonathan holds the Series 66, SIE and Series 7 licenses. Jonathan has been in the financial services industry since 2011. Jonathan specializes in providing financial planning and portfolio management for individuals. Jonathan is a registered investment advisor representative and has been active in the industry for over 10 years. Jonathan is dedicated to helping clients achieve their financial goals.

Firm Information

Jonathan Melehan is currently registered with Black Knight Wealth Management, LLC. Black Knight Wealth Management, LLC is an investment advisor registered with the SEC and has offices in . The firm manages approximately $163,201,808 in assets, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm provides financial planning and portfolio management services.

$163.20M

Assets Under Management

207

Total Clients

6

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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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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Jonathan Melehan’s Registration & Firm History

TX

11/03/2020 - Present

Black Knight Wealth Management, LLC (FRISCO TX)

TX

03/27/2013 - 11/28/2018

MORGAN STANLEY (DALLAS TX)

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Licenses & Designations

BOTH

Issued 01/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jonathan Melehan. Review regulatory record here.
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