Paul J. Melnick

JUNO FINANCIAL GROUP LLC

RICHMOND, VA 23226

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CRD#: 2305638

Professional summary

Paul Joseph Melnick JR is a registered financial advisor currently at JUNO FINANCIAL GROUP LLC located in Richmond, Virginia.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Paul has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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 Paul Joseph Melnick JR'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®

None

Experience

Current

June 22, 2025 - Present

JUNO FINANCIAL GROUP LLC

Office #1: 1802 Bayberry Court Suite 203, Richmond, VA 23226

RIA

CRD#: 336362

RICHMOND, VA

Past

May 5, 2016 - June 16, 2025

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Richmond, VA

Past

July 23, 2013 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Richmond, VA

Past

July 19, 2013 - June 16, 2025

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Richmond, VA

Past

January 26, 2011 - July 24, 2013

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

RICHMOND, VA

Past

November 2, 1993 - July 24, 2013

MML INVESTORS SERVICES, LLC

CRD#: 10409

RICHMOND, VA

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".

JUNO FINANCIAL GROUP LLC

CRD#: 336362 / SEC#: 801-132999

RIA

Registered Investment Advisory firm - (6/13/2025 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

Texas
(10/2/2025)

IAR

Virginia
(6/22/2025)

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: 1/15/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/21/1994

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: 3/3/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/1/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JUNO FINANCIAL GROUP LLC

CRD#: 336362 / SEC#: 801-132999

RIA

Registered Investment Advisory firm - (6/13/2025 Approved)

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Contact information

Main Address

1802 Bayberry Court Suite 203, Richmond, VA 23226

Mailing Address

Phone number

(804) 500-6464

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JUNO FINANCIAL GROUP LLC - FORM ADV 2A (2/12/2026)

Regulatory assets under management

Total Number of Accounts	705
AUM (Assets Under Management)	$ 541,908,916

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

Paul J. Melnick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Melnick JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

JUNO FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/15/2011

Series 63

Date: 3/21/1994

SIE

Date: 10/1/2018

Series 7

Date: 3/3/2014

Series 6

Date: 11/1/1993

Current Firm

JUNO FINANCIAL GROUP LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JUNO FINANCIAL GROUP LLC

TRUST BUT VERIFY

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