Jack Meligan (CRD# 722333) is an Investment Advisor Representative working at Settlement Capital Advisors in West Linn, OR and has over 17 years of experience in the finance industry.
CRD# 4422816
Ameriprise Financial Services, LLC
CRD# 4299120
Wellspring Advisors, Inc.
CRD# 6885161
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Plantiff's Msa & Lien Solution, LLC | West Linn, OR | Aug 2016 - Current | 7 |
| Settlement Capital Advisors, LLC | West Linn, OR | May 2011 - Current | 13 |
| Settlement Professionals, Inc. | Portland, OR | Nov 1979 - Current | 44 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management44MILLIONS
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Total Number of Accounts109ACCOUNTS
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Average Account Value$403,393
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
CO, OR, WA
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