Melanie C. Jackson

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CRD#: 4513850

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.

Melanie Chastain Jackson, who also goes by Melanie Lane Chastain, Melanie C. Jackson, was a registered financial professional .

Melanie is a previously registered financial professional and started their career in finance in 2002. Melanie had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Melanie Lane Chastain | Melanie C. Jackson

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 23, 2007 - December 31, 2017

AMB WEALTH, LLC

RIA

CRD#: 113106

THOMASVILLE, GA

Past

May 8, 2007 - April 11, 2018

ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC

CRD#: 142619

THOMASVILLE, GA

Past

July 8, 2005 - June 14, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

THOMASVILLE, GA

Past

August 16, 2002 - May 13, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

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".

AMB WEALTH, LLC

CRD#: 113106 / SEC#: 801-60350

RIA

Registered Investment Advisory firm - (6/13/2001 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 9/11/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2002

General Securities Representative Examination

Current Firm

AMB WEALTH, LLC

CRD#: 113106 / SEC#: 801-60350

RIA

Registered Investment Advisory firm - (6/13/2001 Approved)

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Contact information

Main Address

135 South Madison Street, Thomasville, GA 31792

Mailing Address

P.o. Box 1116, Thomasville, GA 31799-1116

Phone number

(866) 277-1500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMB WEALTH LLC ADV 2A 02.27.2025 (2/27/2025)

Regulatory assets under management

Total Number of Accounts	985
AUM (Assets Under Management)	$ 1,010,736,265

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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Melanie C. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AMB WEALTH, LLC

ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

AMB WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/11/2002

SIE

Date: 4/11/2018

Series 7

Date: 8/15/2002

Current Firm

AMB WEALTH, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMB WEALTH, LLC

TRUST BUT VERIFY

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