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Jeffrey Hans Melgard

Rebellion Asset Management, LLC

Chicago, IL

Benton Harbor, MI

CRD 3147283

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Employer firm

Rebellion Asset Management, LLC CRD 282209

$91.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rebellion Asset Management, Llc

223 W Jackson Blvd. Suite 500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-04-10
IL RA APPROVED 2024-01-22
  • MI RA
    APPROVED
    Since 2024-04-10
  • IL RA
    APPROVED
    Since 2024-01-22

Branch Locations

223 W Jackson Blvd. Suite 500, Chicago, IL 60606 • United States

Benton Harbor, MI • 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
OrganizationCityStateFromTo
Smc Option Holdings, Llc Winnetka IL 12/2002 12/2018
Rebellion Capital Advisors, Llc Chicago IL 01/2017 12/2025
Symmetric Systems Winnetka IL 05/2013 12/2018
Rebellion Asset Management, Llc Chicago IL 01/2024 Present
  • 12/2002 → 12/2018
    Smc Option Holdings, Llc
    Winnetka, IL
  • 01/2017 → 12/2025
    Rebellion Capital Advisors, Llc
    Chicago, IL
  • 05/2013 → 12/2018
    Symmetric Systems
    Winnetka, IL
  • 01/2024 → Present
    Rebellion Asset Management, Llc
    Chicago, IL
Previous Registrations
  • 2017-02-09 → 2026-01-02
    Rebellion Capital Advisors, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-14
  • S65 Uniform Investment Adviser Law Examination
    2016-07-14
Other Names
  • Jeffrey H Melgard

View on SEC IAPD

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Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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