Paul J. Melnick

JUNO FINANCIAL GROUP LLC

RICHMOND, VA 23226

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CRD#: 7182667

Professional summary

Paul Joseph Melnick III, who also goes by Paul J Melnick, Paul Joseph Melnick, Paul Joseph Melnick III, Paul Melnick, is a registered financial advisor currently at JUNO FINANCIAL GROUP LLC located in Richmond, Virginia.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Paul has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul J Melnick | Paul Joseph Melnick | Paul Joseph Melnick Iii | Paul Melnick

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.

Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/04/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: JUNO FINANCIAL GROUP POSITION: Senior Service Advisor III NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/04/2025 ADDRESS: 1802 Bayberry Ct, STE 203, Richmond VA 23226, United States DESCRIPTION: Provide financial advice and planning to help individuals reach their short term and long term financial goals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Melnick III's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 22, 2025 - Present

JUNO FINANCIAL GROUP LLC

Office #1: 1802 Bayberry Court Suite 203, Richmond, VA 23226

RIA

CRD#: 336362

RICHMOND, VA

Past

February 5, 2025 - June 16, 2025

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Richmond, VA

Past

February 5, 2025 - June 16, 2025

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Richmond, VA

Past

October 6, 2020 - January 24, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

WASHINGTON, DC

Past

May 15, 2020 - January 24, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WASHINGTON, DC

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.

Highlighted states indicate IAR registrations

IAR

Virginia
(6/22/2025)

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: 9/11/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/14/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/19/2019

Securities Industry Essentials Examination

Current Firm

JUNO FINANCIAL GROUP LLC

CRD#: 336362 / SEC#: 801-132999

RIA

Registered Investment Advisory firm - (6/13/2025 120-Day Approval)

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Contact information

Main Address

1802 Bayberry Court Suite 203, Richmond, VA 23226

Mailing Address

Phone number

(804) 500-6464

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JUNO FINANCIAL GROUP LLC - FORM ADV 2A (9/29/2025)

Regulatory assets under management

Total Number of Accounts	640
AUM (Assets Under Management)	$ 521,479,651

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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Paul J. Melnick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Melnick III's CRS (Customer Relationship Summary).

Certified licenses

Experience

JUNO FINANCIAL GROUP LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/11/2020

Series 7TO

Date: 5/14/2020

SIE

Date: 11/19/2019

Current Firm

JUNO FINANCIAL GROUP LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JUNO FINANCIAL GROUP LLC

TRUST BUT VERIFY

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