JM
JM
Jason Mellor
29 Years of Experience
Manasquan, NJ
1 DisclosureBrokerSells Insurance
Jason Mellor is a registered investment advisor at Cetera Investment Advisers LLC, based in Manasquan, NJ, with 29 years of industry experience. Jason 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
2317 Rt 34, St 1D & 1E, Manasquan, NJ, 08736
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2019Denied
Other Business ActivitiesSells Insurance
Jason works as an agent/broker for Allied Wealth Partners, Creative Risk Management, Premier Brokerage, and Benefit Mall, selling fixed and group health insurance. He dedicates a few hours per week to these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.Broker
August 2019 - August 2023 · 4 yrs
Securian Financial Services, INC.
August 2019 - August 2023 · 4 yrs
MML Investors Services, LLC
March 2017 - August 2019 · 2 yrs 5 mos
MML Investors Services, LLCBroker
March 2017 - August 2019 · 2 yrs 5 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2013 - March 2017 · 4 yrs 2 mos
New England Securities Corporation
June 2002 - January 2015 · 12 yrs 7 mos
New England SecuritiesBroker
January 1997 - January 2015 · 18 yrs
State Registrations10 states
CACODEFLNJNYPASCSDTX
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.