Jon J. Melander

BOULAY WEALTH

Eden Prairie, MN 55344

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CRD#: 1698904

Professional summary

Jon James Melander, AIF®, CFP®, CIMA® is a registered financial advisor currently at BOULAY WEALTH located in Eden Prairie, Minnesota.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jon has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon James Melander's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2001

CIMA^®

Certified Investment Management Analyst

Experience

Current

March 4, 2015 - Present

BOULAY WEALTH

Office #1: 11095 Viking Drive Suite 500, Eden Prairie, MN 55344

RIA

CRD#: 111334

Eden Prairie, MN

Past

February 27, 2015 - December 31, 2021

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

EDEN PRAIRIE, MN

Past

February 11, 2015 - March 9, 2023

VALMARK SECURITIES, INC.

CRD#: 31243

EDEN PRAIRIE, MN

Past

January 21, 2014 - February 23, 2015

CAPSTONE ADVISORY GROUP LLC

RIA

CRD#: 153443

EDINA, MN

Past

March 9, 2012 - February 27, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

EDINA, MN

Past

June 26, 2006 - March 8, 2012

CAPITAL MANAGEMENT ASSOCIATES INC

RIA

CRD#: 105010

MINNEAPOLIS, MN

Past

February 7, 2003 - March 8, 2012

CAPITAL MANAGEMENT SECURITIES, INC.

CRD#: 10579

MINNEAPOLIS, MN

Past

March 20, 2000 - February 22, 2003

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

MINNEAPOLIS, MN

Past

March 2, 1998 - February 22, 2003

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

June 27, 1997 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOULAY WEALTH

BOULAY FINANCIAL ADVISORS, LLC | BOULAY WEALTH

CRD#: 111334 / SEC#: 801-60141

RIA

Registered Investment Advisory firm - (4/17/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(3/4/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/17/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/1/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/26/1997

General Securities Representative Examination

Current Firm

BOULAY WEALTH

BOULAY FINANCIAL ADVISORS, LLC | BOULAY WEALTH

CRD#: 111334 / SEC#: 801-60141

RIA

Registered Investment Advisory firm - (4/17/2001 Approved)

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Contact information

Main Address

11095 Viking Drive Suite 500, Eden Prairie, MN 55344

Mailing Address

Phone number

(952) 893-9320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOULAY WEALTH AUG 2025 ADV 2A.2B (8/29/2025)

Regulatory assets under management

Total Number of Accounts	4,260
AUM (Assets Under Management)	$ 2,420,741,792

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jon J. Melander

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon James Melander's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

CAPSTONE ADVISORY GROUP LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAPITAL MANAGEMENT ASSOCIATES INC

CAPITAL MANAGEMENT SECURITIES, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

Primary Firm SEC Registration

BOULAY WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 7/17/1997

Series 63

Date: 7/1/1997

SIE

Date: 10/1/2018

Series 7

Date: 6/26/1997

Current Firm

BOULAY WEALTH

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOULAY WEALTH

TRUST BUT VERIFY

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