Unclaimed Profile

David Alan Melling

JASMIJN CAPITAL MANAGEMENT, LLC·HIGHLAND, Utah

SIE, Series 7, Series 24, Series 51, Series 63, Series 6527 years registeredJASMIJN CAPITAL MANAGEMENT, LLC

5917 W 10925 N, HIGHLAND, UT 84003CRD# 2155672Firm CRD# 127066

Profile Verification

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

Identity

David Alan Melling · HIGHLAND, UT

Registration

CRD #2155672 · JASMIJN CAPITAL MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

JASMIJN CAPITAL MANAGEMENT, LLC

Feb 2024 – present

AGILIS WEALTH MANAGEMENT

Jan 2024 – Jan 2024

HIGHLAND, UT

AGILIS WEALTH MANAGEMENT

Jul 2023 – Dec 2023

LEHI, UT

AGILIS WEALTH MANAGEMENT,LLC

Jul 2022 – Dec 2022

LEHI, UT

AGILIS WEALTH MANAGEMENT,LLC

May 2021 – Dec 2021

LEHI, UT

AGILE CAPITAL MANAGEMENT, LLC

Dec 2015 – Mar 2018

PLACITAS, NM

AGILE CAPITAL MANAGEMENT, LLC. (DBA PERSONAL BENEFIT SERVICES)

Apr 2015 – Dec 2019

LAKEWOOD, CO

PERSONAL BENEFIT FINANCIAL

Feb 2015 – Nov 2018

LAKEWOOD, CO

PERSONAL BENEFIT SERVICES OF COLORADO, INC.

Oct 2007 – Feb 2015

ARVADA, CO

PERSONAL BENEFIT SERVICES OF COLORADO

Jan 1999 – Sep 2003

WHEATRIDGE, CO

ROYAL ALLIANCE ASSOCIATES, INC.

Jan 1999 – Jan 2019

LAKEWOOD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

2001Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

JASMIJN CAPITAL MANAGEMENT, LLC

CRD 127066 · SEC 801-112504

AUM

$70M

Regulatory assets under management

Employees

329 client accounts

Services offered by JASMIJN CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at JASMIJN CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Alan Melling offer?

David Alan Melling specializes in Investment Management, Fee-Only Advisory. Contact their office in HIGHLAND, Utah for a consultation.

What are David Alan Melling's credentials?

David Alan Melling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Alan Melling located?

David Alan Melling is based in HIGHLAND, Utah, working with JASMIJN CAPITAL MANAGEMENT, LLC. Their office serves clients in the HIGHLAND metropolitan area and surrounding communities.

How does David Alan Melling charge for services?

David Alan Melling's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JASMIJN CAPITAL MANAGEMENT, LLC?

JASMIJN CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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