Jeffrey H. Melgard
Professional summary
Jeffrey Hans Melgard, who also goes by Jeffrey H Melgard, is a registered financial advisor currently at REBELLION CAPITAL ADVISORS, LLC located in Chicago, Illinois and NAJARIAN FAMILY OFFICE, LLC located in Benton Harbor, Michigan.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jeffrey has worked at 3 firms and has passed the Series 65, Series 3 and Series 44 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Hans Melgard's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 9, 2017 - Present
REBELLION CAPITAL ADVISORS, LLC
Office #1: 223 West Jackson Blvd Suite 350, Chicago, IL 60606January 22, 2024 - Present
NAJARIAN FAMILY OFFICE, LLC
June 16, 2011 - November 28, 2011
SMC OPTION MANAGEMENT, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/9/2017)
(4/10/2024)
Exams
Series 44
Date: 5/25/2011
PCX Market Maker ExamCurrent Firm
NAJARIAN FAMILY OFFICE, LLC
CRD#: 282209 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 132 |
| AUM (Assets Under Management) | $ 67,248,426 |
Red Flags
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