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James Thomas Melton

QUEST CAPITAL STRATEGIES, INC.·LAKE FOREST, California
SIE, Series 4, Series 7, Series 24, Series 55, Series 63Clean recordQUEST CAPITAL STRATEGIES, INC.
23832 ROCKFIELD BLVD., LAKE FOREST, CA 92630CRD# 1620298Firm CRD# 16783

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Thomas Melton · LAKE FOREST, CA
Registration
CRD #1620298 · QUEST CAPITAL STRATEGIES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 55
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
QUEST CAPITAL STRATEGIES, INC.
CRD 16783 · SEC 801-77927
AUM
$24M
Regulatory assets under management
Employees
7
105 client accounts
Services offered by QUEST CAPITAL STRATEGIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at QUEST CAPITAL STRATEGIES, INC. →
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Frequently Asked Questions

What services does James Thomas Melton offer?
James Thomas Melton specializes in Financial Planning, Investment Management. Contact their office in LAKE FOREST, California for a consultation.
What are James Thomas Melton's credentials?
James Thomas Melton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Thomas Melton located?
James Thomas Melton is based in LAKE FOREST, California, working with QUEST CAPITAL STRATEGIES, INC.. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does James Thomas Melton charge for services?
James Thomas Melton's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral or solicitor fee from third party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUEST CAPITAL STRATEGIES, INC.?
QUEST CAPITAL STRATEGIES, INC. has approximately 7 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at QUEST CAPITAL STRATEGIES, INC.

Kenneth Yuen
LAKE FOREST, CA
Carolyne Tsai
LAKE FOREST, CA
Joseph Nikolson
LAKE FOREST, CA
Lauralea Dawn Pfendler
LAKE FOREST, CA
Terry Shawn Traynor
LAKE FOREST, CA
Tiffany Kay Forbes
LAKE FOREST, CA

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