JM
JM

Jonathan Tolbert Melton

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,146 clients
Average Client Portfolio
$258K average
Assets Under Management
$296.1M

Fee Structure

Financial Planning:Included in AUM fee
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Location

4509 Maplecrest Road, Fort Wayne, IN, 46835

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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

Jonathan is the President of Melton and Company Risk Management and Fin Services Firm, LLC, where he is a licensed life insurance and annuity financial professional. He dedicates nearly full-time hours to this financial services business, offering both insurance and investment advisory services.

Employment History
Current Registrations
Maripau Wealth Management LLC
October 2023 - Present · 2 yrs 4 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Jonathan Tolbert Melton - Financial Advisor | TrueAdvisor