Jesse Patrick Melichar

Current Employers

Castle Financial

Verona, WI • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-10-20

WI RA
APPROVED

Since 2025-10-20

Branch Locations

Verona, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Gwfs Equities, Inc.	Madison	WI	10/2016	11/2018
T Rowe Price	Verona	WI	11/2018	06/2024
Harbour Investments, Inc	Madison	WI	06/2024	12/2025
Fortifying Your Future Llc	Verona	WI	10/2025	Present

10/2016 → 11/2018

Gwfs Equities, Inc.

Madison, WI
11/2018 → 06/2024

T Rowe Price

Verona, WI
06/2024 → 12/2025

Harbour Investments, Inc

Madison, WI
10/2025 → Present

Fortifying Your Future Llc

Verona, WI

Previous Registrations

2024-07-01 → 2025-12-31

Harbour Investments, Inc.

Verona, WI

Verona, WI

Madison, WI

Other Businesses

Business Name: Independent Insurance Agent Address: 518 E. Whispering Pines Way, Verona, WI 53593 Nature of Business: Insurance-related business activity involving the sale of life insurance products Position/Title: Independent Insurance Agent Duties: Evaluating insurance needs, recommending life insurance products, and servicing insurance clients Start Date: 06/2024 Hours Per Month: 2 Hours During Securities Trading Hours: 2

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-01-06

S66 Uniform Combined State Law Examination

2001-01-06

Other Names

Jesse P Melichar
Jesse Patrick Melichar
Jesse Melichar

View on SEC IAPD