Unclaimed Profile

Jon James Melander

BOULAY FINANCIAL ADVISORS, LLC·EDEN PRAIRIE, Minnesota

Clean recordBOULAY FINANCIAL ADVISORS, LLC

11095 VIKING DRIVE, EDEN PRAIRIE, MN 55344CRD# 1698904Firm CRD# 111334

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon James Melander · EDEN PRAIRIE, MN

Registration

CRD #1698904 · BOULAY FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jon James Melander is a registered financial advisor based in EDEN PRAIRIE, Minnesota, affiliated with BOULAY FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BOULAY FINANCIAL ADVISORS, LLC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BOULAY FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1698904

Firm CRD# 111334

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jon James Melander offer?

Jon James Melander specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDEN PRAIRIE, Minnesota for a consultation.

What are Jon James Melander's credentials?

Jon James Melander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon James Melander located?

Jon James Melander is based in EDEN PRAIRIE, Minnesota, working with BOULAY FINANCIAL ADVISORS, LLC. Their office serves clients in the EDEN PRAIRIE metropolitan area and surrounding communities.

How does Jon James Melander charge for services?

Jon James Melander's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOULAY FINANCIAL ADVISORS, LLC?

BOULAY FINANCIAL ADVISORS, LLC has approximately 40 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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