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JM

Jacob W. Melber

TIP GROUP LLC
Houston, TX 77070
Some features on this profile are disabled
CRD#: 7861975
JM

Professional summary

Jacob William Melber, who also goes by Jacob Melber, Jake William Melber, is a registered financial advisor currently at TIP GROUP LLC located in Houston, Texas.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jacob Melber | Jake William Melber

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) - RIA

Click below to view Jacob William Melber'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®
None

Experience

Current

January 22, 2026 - Present

TIP GROUP LLC

Office #1: 20405 State Highway 249 Suite 640, Houston, TX 77070
RIA
CRD#: 322053
Houston, TX
Past

January 31, 2025 - August 1, 2025

PFS INVESTMENTS INC.

BD
CRD#: 10111
HOUSTON, TX

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
Texas
(1/22/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/29/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/24/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/31/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/20/2024
Securities Industry Essentials Examination

Current Firm

TG
TIP GROUP LLC
PROVESTOR LLC | TIP GROUP LLC

CRD#: 322053 / SEC#:

Florida
Registered Investment Advisory firm - (1/28/2026 Approved)
Indiana
Registered Investment Advisory firm - (10/1/2025 Approved)
Louisiana
Registered Investment Advisory firm - (4/23/2024 Approved)
Texas
Registered Investment Advisory firm - (9/6/2022 Approved)
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Contact information

Main Address
1800 W. Loop S Suite 1800, Houston, TX 77027
Mailing Address
Phone number
(713) 969-4500
Established
Firm type
Fiscal year end
# of Employees
14

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts773
AUM (Assets Under Management)$ 59,040,071

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

TIP GROUP LLC

CRD#: 322053Houston, TX 77070

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