Jacob W. Melber
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.
Jacob William Melber, who also goes by Jacob Melber, Jake William Melber, was a registered financial professional .
Jacob is a previously registered financial professional and started their career in finance in 2025. Jacob had worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 22, 2026 - June 29, 2026
TIP GROUP LLC
January 31, 2025 - August 1, 2025
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 1/31/2025
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
TIP GROUP LLC
CRD#: 322053 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 773 |
| AUM (Assets Under Management) | $ 59,040,071 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
