Unclaimed Profile

Jon James Melander

BOULAY FINANCIAL ADVISORS, LLC·EDEN PRAIRIE, Minnesota

SIE, Series 7, Series 63, Series 65CFP26 years registeredBOULAY 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 · 26 years registered

Brand Profile

Not yet started

Career History

BOULAY WEALTH

Mar 2015 – present

VALMARK ADVISERS, INC.

Feb 2015 – Dec 2021

EDEN PRAIRIE, MN

CAPSTONE ADVISORY GROUP LLC

Jan 2014 – Feb 2015

EDINA, MN

CAPITAL MANAGEMENT ASSOCIATES INC

Jun 2006 – Mar 2012

MINNEAPOLIS, MN

RBC DAIN RAUSCHER INC.

Mar 2000 – Feb 2003

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · March 20, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

2018Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BOULAY FINANCIAL ADVISORS, LLC

CRD 111334 · SEC 801-60141

AUM

$2.1B

Regulatory assets under management

Employees

3,878 client accounts

Services offered by BOULAY FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BOULAY FINANCIAL ADVISORS, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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