Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Melton is an Investment Advisor Representative at Maripau Wealth Management LLC, where Jonathan has worked since September 2023. Jonathan's primary registration is in Georgia and Jonathan's registration status is currently Approved. Jonathan is also a licensed life insurance and annuity financial professional and President of Melton and Company Risk Management and Fin Services Firm, LLC. Jonathan offers financial planning, portfolio management for individuals, educational seminars, and selection of other advisers to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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IN
10/11/2023 - Present
Maripau Wealth Management LLC (FORT WAYNE IN)
IA
Issued 09/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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