Unclaimed Profile

Melissa Rae Machlitt

JRA FINANCIAL ADVISORS, INC.·MAPLE GROVE, Minnesota

SIE, Series 6, Series 7, Series 63, Series 66Clean record12 years registeredJRA 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. · 12 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

May 2021 – present

ADVISORNET WEALTH MANAGEMENT

Apr 2017 – May 2021

Minnetonka, MN

CETERA ADVISOR NETWORKS LLC

Jan 2014 – May 2021

MINNETONKA, MN

JRA FINANCIAL ADVISORS, INC.

Jan 2014 – Feb 2017

MAPLE GROVE, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 13, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JRA FINANCIAL ADVISORS, INC.

CRD 117824 · SEC 801-62416

Employees

Total firm employees

Services offered by JRA FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at JRA FINANCIAL ADVISORS, INC. →

Introduction

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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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