John Melo
John Melo is a registered investment advisor at Ameriprise Financial Services, LLC, based in Melbourne, FL, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
6943 N Wickham Rd, Melbourne, FL, 32940-7519
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Other Business Activities
John owns JMelo Holdings, Inc., a legal entity to manage his Ameriprise Financial business, dedicating about a quarter of his time. He also works as a pilot for Republic Airways, spending about a quarter of his time in this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Collaborative Wealth
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
Brookstone Investment Advisory Services
Brookstone Securities, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations16 states
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.