Christopher Andrew Melton

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 07/2018
  Wells Fargo Clearing Services, Llc
  Carlsbad, CA
• 07/2018 → Present
  Raymond James Financial Services, Inc.
  San Diego, CA
• 07/2018 → Present
  Raymond James Financial Services Advisors, Inc.
  San Diego, CA
• 07/2018 → 03/2023
  Concurrent Advisors
  San Diego, CA
• 07/2018 → Present
  Melton Wealth Management, Llc
  Encinitas, CA
• 07/2018 → 03/2023
  Concurrent Advisors
  San Diego, CA

Previous Registrations

• 2008-01-01 → 2018-07-10
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  Carlsbad, CA
• 1997-07-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  San Diego, CA
  San Diego, CA
  St. Louis, MO

Other Businesses

(1) Name of Business: Melton Wealth Management, LLC Address: 169 Saxony Rd Ste 210, Encinitas, CA, 92024, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/09/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of LLC, sole member

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-08
• S63 Uniform Securities Agent State Law Examination
  1985-02-04

Designations

• Certified Financial Planner

Other Names

• Chris Melton