JM
Jason T. Mellor
CETERA INVESTMENT ADVISERS LLC
MANASQUAN, NJ 08736
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CRD#: 2795200
JM
Professional summary
Jason T Mellor, ChFC®, who also goes by Jason Thomas Mellor, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Manasquan, New Jersey and CETERA WEALTH SERVICES, LLC located in Manasquan, New Jersey.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jason has worked at 6 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Thomas Mellor
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.
ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: , Manasquan NJ , United States DESCRIPTION: Agent/Broker CREATIVE RISK MANAGEMENT POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2017 ADDRESS: , Monmouth County NJ , United States DESCRIPTION: Agent/Broker PREMIER BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/07/2021 ADDRESS: 2317 Route 34, Suite 1D, Manasquan NJ 08736, United States DESCRIPTION: Sales of term and UL life insurance BENEFIT MALL POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/21/2022 ADDRESS: 2317 Route 34, Suite 1E, Manaquan NJ 08753, United States DESCRIPTION: Group Health Insurance
CRS (Client Relationship Summary) - RIA
Click below to view Jason T Mellor's 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®
Experience
Current
August 10, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2317 Rt 34 St 1d & 1e, Manasquan, NJ 08736RIA
CRD#: 105644
MANASQUAN, NJ
Current
August 10, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2317 Rt 34 Suite 1d & 1e, Manasquan, NJ 08736BD
CRD#: 13572
Manasquan, NJ
Past
August 9, 2019 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Manasquan, NJ
Past
August 9, 2019 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Manasquan, NJ
Past
March 25, 2017 - August 13, 2019
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
WALL TOWNSHIP, NJ
Past
March 25, 2017 - August 13, 2019
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
WALL TOWNSHIP, NJ
Past
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
WALL TOWNSHIP, NJ
Past
January 10, 2013 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
WALL TOWNSHIP, NJ
Past
June 21, 2002 - January 2, 2015
NEW ENGLAND SECURITIES
RIA
CRD#: 615
WALL TOWNSHIP, NJ
Past
January 14, 1997 - January 2, 2015
NEW ENGLAND SECURITIES
BD
CRD#: 615
WALL TOWNSHIP, NJ
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/10/2023)
RR
Colorado(8/10/2023)
RR
Delaware(8/10/2023)
RR
Florida(8/11/2023)
RR
New Jersey(8/10/2023)
IAR
New Jersey(8/10/2023)
RR
New York(8/10/2023)
RR
Pennsylvania(8/10/2023)
RR
South Carolina(8/10/2023)
RR
South Dakota(8/10/2023)
RR
Texas(8/10/2023)
IAR
Texas(8/10/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Manasquan, NJ 08736TRUST BUT VERIFY
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