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JM

Jared R. Melillo

Some features on this profile are disabled
CRD#: 5771790
JM

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.

Jared Richard Melillo was a registered financial professional .

Jared is a previously registered financial professional and started their career in finance in 2010. Jared had worked at 4 firms and has passed the Series 66, SIE, Series 79, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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)

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

June 11, 2014 - June 26, 2015

VAQUERO CAPITAL LLC

BD
CRD#: 137753
SAN FRANCISCO, CA
Past

April 30, 2012 - August 6, 2013

AGC PARTNERS

BD
CRD#: 125958
BOSTON, MA
Past

July 8, 2011 - March 28, 2012

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BOSTON, MA
Past

July 8, 2011 - March 28, 2012

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BOSTON, MA
Past

July 13, 2010 - July 25, 2011

MORGAN STANLEY

RIA
CRD#: 149777
BOSTON, MA
Past

May 10, 2010 - July 25, 2011

MORGAN STANLEY

BD
CRD#: 149777
BOSTON, MA

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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/10/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/26/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 6/9/2014
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 7/30/2010
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 5/7/2010
General Securities Representative Examination

Current Firm

VC
VAQUERO CAPITAL LLC
BANDON PARTNERS, LLC | VAQUERO CAPITAL LLC

CRD#: 137753 / SEC#: , 8-67111

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
1414 Castro Street Suite D, San Francisco, CA 94114-3775
Mailing Address
1414 Castro Street Suite D, San Francisco, CA 94114-3775
Phone number
(415) 203-5546
Established
California since 09/23/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
GROVE, DAVID CARLOWNER, CEO, CCO4176689
KINZER, CAROL ANNCFO AND FINOP4519471

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.

Company Information

VAQUERO CAPITAL LLC

CRD#: 137753

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