JM
Jack L. Meligan
SETTLEMENT CAPITAL ADVISORS
West Linn, OR 97068
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CRD#: 722333
JM
Professional summary
Jack Lee Meligan, who also goes by Jack L Meligan, is a registered financial advisor currently at SETTLEMENT CAPITAL ADVISORS located in West Linn, Oregon.
Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Jack has worked at 5 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack L Meligan
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.
I HAVE BEEN THE PRESIDENT OF MY OWN COMPANY, SETTLEMENT PROFESSIONALS, INC. (SPI) SINCE 1987, also I am the president and owner of The Plaintiff's MSA & Lien solution, LLC (PMLS). I HAVE BEEN LIFE AND HEALTH INSURANCE LICENSED SINCE 1979. AS A REGISTERED SETTLEMENT PLANNER, I HAVE APPOINTMENTS WITH SEVERAL LIFE INSURANCE COMPANIES FOR THE PURPOSE OF SELLING PERSONAL LIFE INSURANCE, AND FOR SELLING STRUCTURED SETTLEMENT ANNUITIES, BOTH OF WHICH ARE NOT INVESTMENT RELATED. The preceding activities are a part of my involvement with SPI and takes up 55% of my time. PMLS provides administration services for Medicare Set-Aside accounts for the purpose of protecting claimants' future Medicare benefits. In addition, PMLS provides lien resolution services to plaintiffs in the midst of their personal injury lawsuits. General time allocated to this business: 25%. THE BALANCE IS DEVOTED TO MY SECURITIES BUSINESS. I HAVE INSURANCE AGENT APPOINTMENTS WITH THE FOLLOWING LIFE INSURANCE COMPANIES: ALLSTATE LIFE INSURANCE CO., JOHN HANCOCK LIFE INSURANCE CO. (USA), LIBERTY LIFE INSURANCE CO., METROPOLITAN LIFE INSURANCE CO., NEW YORK LIFE INSURANCE CO., PACIFIC LIFE & ANNUITY CO., PRUDENTIAL INSURANCE CO. OF AMERICA, AND SYMETRA LIFE INSURANCE CO.
CRS (Client Relationship Summary) - RIA
Click below to view Jack Lee Meligan's 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®
NoneExperience
Current
May 11, 2011 - Present
SETTLEMENT CAPITAL ADVISORS
Office #1: 1800 Blankenship Rd. Ste. 160, West Linn, OR 97068RIA
CRD#: 155250
West Linn, OR
Past
September 25, 1992 - July 9, 1997
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Past
July 11, 1983 - May 9, 1990
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
November 16, 1982 - July 18, 1983
SOUTHMARK FINANCIAL SERVICES, INC.
BD
CRD#: 6518
Past
January 19, 1981 - August 5, 1981
INTERPACIFIC INVESTORS SERVICES, INC.
BD
CRD#: 4879
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
Oregon(5/11/2011)
IAR
Washington(1/2/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SC
SETTLEMENT CAPITAL ADVISORS
JACK LEE MELIGAN | SETTLEMENT CAPITAL ADVISORS, LLC | SETTLEMENT CAPITAL ADVISORS
CRD#: 155250 / SEC#:
Colorado
Registered Investment Advisory firm - (1/18/2018 Approved)Oregon
Registered Investment Advisory firm - (5/11/2011 Approved)Washington
Registered Investment Advisory firm - (1/2/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1800 Blankenship Rd. Ste. 160, West Linn, OR 97068
Mailing Address
Phone number
(503) 699-8929
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 123 |
| AUM (Assets Under Management) | $ 62,585,008 |
Red Flags
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