James Mellon, financial advisor La Jolla CA

James Mellon

CRD Number: 5988957
Current Firm: Canter Wealth

James Mellon (CRD# 5988957) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 11 years of experience in the finance industry. James Mellon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Canter Strategic Wealth Management Dba Canter Wealth San Diego, CA Mar 2018 - Current 6
Td Ameritrade Portland, OR May 2016 - Feb 2018 1
Unemoployed Camas, WA Jan 2016 - May 2016 < 1
Fisher Investments Camas, WA Mar 2014 - Jan 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
S63 Uniform Securities State Law Examination Jul 2016
Contact Info for James A. Mellon
Phone Number: 858.812.7550
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    217
    MILLIONS
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $913,229
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, OR, TX

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