Paul Joseph Melnick
Investment adviser representative at Juno Financial Group LLC
36 yearsExperience
2 statesRegistered in
$541.9MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
36 years in the industry.
- Juno Financial Group LLCJun 2025 to now
- Kestra Advisory Services, LLCApr 2016 to Jun 2025
- Kestra Investment Services, LLCApr 2016 to Jun 2025
- Massachusetts Mutual Life Insurance CompSep 1990 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Juno Financial Group LLC
$541.9MAssets managed
321Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2305638
- Firm CRD
- 336362