Unclaimed Profile

Melissa Rae Machlitt

JRA FINANCIAL ADVISORS, INC.·MAPLE GROVE, Minnesota

Clean recordJRA FINANCIAL ADVISORS, INC.

7373 KIRKWOOD COURT, MAPLE GROVE, MN 55369CRD# 2416124Firm CRD# 117824

Profile Verification

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

Identity

Melissa Rae Machlitt · MAPLE GROVE, MN

Registration

CRD #2416124 · JRA FINANCIAL ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Melissa Rae Machlitt is a registered financial advisor based in MAPLE GROVE, Minnesota, affiliated with JRA FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

JRA FINANCIAL ADVISORS, INC.

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at JRA FINANCIAL ADVISORS, INC. →

Services

Financial planning

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2416124

Firm CRD# 117824

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Frequently Asked Questions

What services does Melissa Rae Machlitt offer?

Melissa Rae Machlitt specializes in Financial Planning. Contact their office in MAPLE GROVE, Minnesota for a consultation.

What are Melissa Rae Machlitt's credentials?

Melissa Rae Machlitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Rae Machlitt located?

Melissa Rae Machlitt is based in MAPLE GROVE, Minnesota, working with JRA FINANCIAL ADVISORS, INC.. Their office serves clients in the MAPLE GROVE metropolitan area and surrounding communities.

How does Melissa Rae Machlitt charge for services?

Melissa Rae Machlitt's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JRA FINANCIAL ADVISORS, INC.?

JRA FINANCIAL ADVISORS, INC. has approximately 17 employees. The firm is registered with the SEC as an investment adviser.

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