JM
Jake F. Mellor
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CRD#: 5785588
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.
Jake Floyd Mellor, CFP®, who also goes by Jake Mellor, was a registered financial professional .
Jake is a previously registered financial professional and started their career in finance in 2010. Jake had worked at 11 firms and has passed the Series 63, Series 66, Series 22TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jake 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.
1. Fund Manager of Strategic Wealth Solutions, LLC, an investment related fund management business located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 01/2022 2. Fund Manager of Strategic Wealth, LLC, an investment related fund management business located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 01/2022 . 3. Member/Owner of Strategic Business Consulting Services, LLC, a non-investment related consulting services business located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 12/2017 4. Owner of Price Properties Group, LLC, a non-investment related real estate rental business located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 2009 and . 5. CFO of Merchfuel, Inc. (f/k/a Commerce Creative), a non-investment related fulfillment center for clothing lines located at 5933 Sheila St, Commerce, CA 90040. Position held since 2020 6. Owner and Manager of AlphaMark Staffing SAS, a non-investment related staffing agency located at Cr 12 No. 79 08 of 503, Bogota D.C., Colombia. Position held since 7. Owner of Jake Mellor Financial Services, LLC, a non-investment related life insurance brokerage and consulting business located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 09/2009 8. CEO and Founder of AlphaMark Wealth LLC, an investment related Registered Investment Advisor located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 10/2022 9. CEO of AlphaMark LLC, an investment related holding company located at _453 East Main Street Suite 200 Price, UT 84501. Position held since 03/2021 10. CEO of AlphaMark Crypto, an investment related Digital Asset Management company located at 453 East Main Street Suite 200 Price, UT 84501. Position held since06/2021 11.CEO of AlphaMark Insurance, a non-investments related insurance agency located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 6/2021 12. CEO of AlphaMark Payroll, a non-investment related payroll company located at 453 East Main Street Suite 200 Price, UT 84501.. Position held since 06/2021 13. CEO of AlphaMark Strategies, an investment related consulting firm located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 06/2021 14. CEO of AlphaMark IP, a non-investment related holding company of intellectual products company located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 06/2021 15. Agency Principal and Owner of AlphaMark Tax, a non-investment related tax and accounting company located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 06/ 16. Agency Principal and Owner of Strategic Tax Solutions LLC, a non-investment related tax strategies company located at 453 East Main Street Suite 200 Price, UT 84501. Position held since03/ 17. Agency Principal and Owner of Strategic Insurance Solutions, LLC, a non-investment related independent insurance agency located at _453 East Main Street Suite 200 Price, UT 84501. Position held since 04/2013 18. Owner at Strategic Bookkkeeping LLC, a non-investment related bookkeeping business located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 10/2018 19. Owner at Price Development LLC, a non-investment related Real Estate Rental business located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 03/2022 and represents less than 1 hour per month outside of trading hours. . 21. Partner at Inversiones Zortea SAS, a non-investment related holding company located at 453 East Main Street Suite 200 Price, UT 84501. Position held since 02/2023 22. Partner at Techsbrook, a non- investment related technology company located at 453 East Main Street Suite 200 Price, UT 84501. Position since 12/2020 23. Board Member at Grupo Escala (GE USA), an investment related alcohol bottling and production company located at Mexico. Position since2022
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®
CFP®
Start date: 2012
Experience
Past
October 30, 2023 - February 5, 2024
FOURSTAR WEALTH ADVISORS, LLC
RIA
CRD#: 169613
Price, UT
Past
November 14, 2022 - January 31, 2023
NOBLES & RICHARDS, INC.
BD
CRD#: 146870
PLANO, TX
Past
May 25, 2022 - October 30, 2023
OWLFI
RIA
CRD#: 311854
Price, UT
Past
December 13, 2021 - May 5, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
FAIRFIELD, IA
Past
February 24, 2020 - May 5, 2022
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Price, UT
Past
August 10, 2017 - February 24, 2020
LEGACY WEALTH MANAGEMENT, LLC
RIA
CRD#: 174767
Price, UT
Past
September 28, 2015 - February 24, 2017
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
PRICE, UT
Past
September 28, 2015 - February 24, 2017
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
PRICE, UT
Past
June 22, 2015 - September 14, 2015
WORLD EQUITY GROUP, INC.
RIA
CRD#: 29087
Price, UT
Past
June 22, 2015 - September 14, 2015
WORLD EQUITY GROUP, INC.
BD
CRD#: 29087
Price, UT
Past
October 15, 2012 - June 15, 2015
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
PRICE, UT
Past
October 12, 2012 - June 15, 2015
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
PRICE, UT
Past
March 15, 2011 - October 4, 2012
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
PRICE, UT
Past
November 4, 2010 - October 4, 2012
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
PRICE, UT
Past
August 30, 2010 - September 1, 2010
INSPHERE SECURITIES, INC.
BD
CRD#: 136433
SALT LAKE CITY, UT
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".
FW
FOURSTAR WEALTH ADVISORS, LLC
FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC
CRD#: 169613 / SEC#: 801-110467
RIA
Registered Investment Advisory firm - (4/21/2017 Approved)Illinois
Registered Investment Advisory firm - (4/21/2017 Terminated)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
State Security Law Exam
General Industry/Product Exam
RR
Series 22TO
Date: 12/11/2021
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
FW
FOURSTAR WEALTH ADVISORS, LLC
FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC
CRD#: 169613 / SEC#: 801-110467
RIA
Registered Investment Advisory firm - (4/21/2017 Approved)Illinois
Registered Investment Advisory firm - (4/21/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 N. Lasalle Street Suite 2225, Chicago, IL 60602
Mailing Address
Phone number
(312) 667-1750
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,309 |
| AUM (Assets Under Management) | $ 1,240,902,908 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2025 | ||
| 05/28/2024 |
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.
