Jaycee Melton
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jaycee Melton was a registered financial professional .
Jaycee is a previously registered financial professional and started their career in finance in 1987. Jaycee had worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 30, 2009 - April 14, 2026
L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
December 12, 2001 - December 1, 2009
SECURITIES AMERICA ADVISORS, INC.
November 28, 2001 - December 1, 2009
SECURITIES AMERICA, INC.
February 1, 2000 - December 31, 2005
IDS LIFE INSURANCE COMPANY
January 21, 1988 - December 31, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
December 22, 1987 - December 31, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
CRD#: 151669 / SEC#: 801-70792
Contact information
Regulatory assets under management
| Total Number of Accounts | 285 |
| AUM (Assets Under Management) | $ 67,203,851 |
Red Flags
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