JM
JM

Joseph Melenick

19 Years of Experience
Lorain, OH
BrokerSells Insurance

Joseph Melenick is a registered investment advisor at Cetera Investment Advisers LLC, based in Lorain, OH, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3721 Oberlin Avenue, Lorain, OH, 44053

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph sells fixed insurance through JBC Companies (DBA for Jackson Brokerage Corp).

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2021 - Present · 4 yrs 8 mos
Cetera Investment Services LLCBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Equitable Advisors, LLCBroker
July 2020 - September 2021 · 1 yr 2 mos
Equitable Advisors, LLC
July 2020 - September 2021 · 1 yr 2 mos
Citizens Investment Services
May 2017 - July 2020 · 3 yrs 2 mos
Citizens Securities, INC.Broker
May 2017 - July 2020 · 3 yrs 2 mos
The Huntington Investment Company
February 2017 - May 2017 · 3 mos
The Huntington Investment CompanyBroker
February 2017 - May 2017 · 3 mos
LPL Financial LLCBroker
October 2013 - February 2017 · 3 yrs 4 mos
LPL Financial LLC
October 2013 - February 2017 · 3 yrs 4 mos
Cetera Investment Services LLC
December 2008 - October 2013 · 4 yrs 10 mos
Cetera Investment Services LLCBroker
December 2008 - October 2013 · 4 yrs 10 mos
Financial Network Investment Corporation
August 2008 - December 2008 · 4 mos
Financial Network Investment CorporationBroker
August 2008 - December 2008 · 4 mos
Edward Jones
May 2007 - July 2008 · 1 yr 2 mos
Edward JonesBroker
April 2007 - July 2008 · 1 yr 3 mos
Metropolitan Life Insurance CompanyBroker
July 1999 - November 1999 · 4 mos
Metlife Securities INC.Broker
July 1999 - November 1999 · 4 mos
State Registrations2 states
NYOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joseph Melenick - Financial Advisor | TrueAdvisor