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Jon James Melander

Boulay Wealth

Eden Prairie, MN

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Current Employers
Boulay Wealth

11095 Viking Drive Suite 500, Eden Prairie, MN 55344 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2015-03-04
  • MN RA
    APPROVED
    Since 2015-03-04

Branch Locations

11095 Viking Drive Suite 500, Eden Prairie, MN 55344 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities, Inc. Akron OH 02/2015 12/2021
Boulay Pllp Eden Prairie MN 02/2015 12/2021
Boulay Financial Advisors, Llc Eden Prairie MN 02/2015 Present
Bfa Holdings, Llc Minneapolis MN 01/2022 Present
  • 02/2015 → 12/2021
    Valmark Securities, Inc.
    Akron, OH
  • 02/2015 → 12/2021
    Boulay Pllp
    Eden Prairie, MN
  • 02/2015 → Present
    Boulay Financial Advisors, Llc
    Eden Prairie, MN
  • 01/2022 → Present
    Bfa Holdings, Llc
    Minneapolis, MN
Previous Registrations
Other Businesses

1.)Positive Coaching Alliance of MN, Spruce Tree Center, 1600 University Avenue West, Suite 301, St. Paul, MN 55104; Positive Coaching Alliance (PCA) develops BETTER ATHLETES, BETTER PEOPLE through resources for youth and high school sports coaches, parents, administrators and student-athletes; Advisory Board Member; The primary purpose of Positive Coaching Alliance Minnesota Advisory Board is to be an advocate for the mission of Positive Coaching Alliance Minnesota. This may include any or all of the following: Promote Positive Coaching Alliance to individuals and organizations that can help achieve Positive Coaching Alliance's mission including schools and youth sports organizations/Help create "buzz" about Positive Coaching Alliance in print, broadcast and social media./ Suggest potential nominees to Positive Coaching Alliance Minnesota¡¦Impact Groups who can make significant contributions to the work of those groups and to the Positive Coaching Alliance Movement; Not investment related; started 2/06/2017; no client involvement; volunteer position/// 2.) Boulay Insurance Solutions; Eden Prairie, MN; Investment Related; Fixed Insurance Advisor; Client Involvement - Provide Fixed Insurance Products to Clients; Started 02/2015; Compensation-Commission///

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-17
S63 Uniform Securities Agent State Law Examination 1997-07-01
  • S65 Uniform Investment Adviser Law Examination
    1997-07-17
  • S63 Uniform Securities Agent State Law Examination
    1997-07-01
Designations

View on SEC IAPD

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