James Mellon, financial advisor Portland OR
90 score

James Mellon

CRD Number: 5988957
Current Firm: Td Ameritrade, Inc.

James Mellon (CRD# 5988957) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Portland, OR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Td Ameritrade Portland, OR May 2016 - Current < 1
Unemoployed Camas, WA Jan 2016 - May 2016 < 1
Fisher Investments Camas, WA Mar 2014 - Jan 2016 1
Axa Advisors, LLC New York, NY May 2012 - Jan 2014 1
Unemployed Charlestown, MA Jan 2012 - May 2012 < 1
Axa Advisors, LLC Wellesley, MA Sep 2011 - Dec 2011 < 1
New England Best Movers Revere, MA May 2009 - Oct 2011 2
Houlihans Restaurant Boston, MA Feb 2008 - May 2009 1
Byallaccounts.com Woburn, MA Mar 2008 - Apr 2008 < 1
Unemployed Boston, MA May 2007 - Mar 2008 < 1
Bistany International Boston, MA Sep 2006 - May 2007 < 1
Freindly's Restaurant Laconia, NH Sep 2005 - Sep 2006 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: (800) 669-3900
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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