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Jason Anthony Melbourne

JUNIPER INVESTMENT ADVISORS, LLC·SCOTTSDALE, Arizona
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7001 N. SCOTTSDALE RD., SCOTTSDALE, AZ 85253CRD# 7626560Firm CRD# 300788
01

About

Jason Anthony Melbourne is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with JUNIPER INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
JUNIPER INVESTMENT ADVISORS, LLC
JUNIPER INVESTMENT ADVISORS, LLC
AUM
$258M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at JUNIPER INVESTMENT ADVISORS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7626560
Firm CRD# 300788
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Anthony Melbourne offer?
Jason Anthony Melbourne specializes in Retirement Planning, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Jason Anthony Melbourne's credentials?
Jason Anthony Melbourne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Anthony Melbourne located?
Jason Anthony Melbourne is based in SCOTTSDALE, Arizona, working with JUNIPER INVESTMENT ADVISORS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Jason Anthony Melbourne charge for services?
Jason Anthony Melbourne's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JUNIPER INVESTMENT ADVISORS, LLC?
JUNIPER INVESTMENT ADVISORS, LLC is a registered investment adviser with the SEC, managing $258M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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