James Anthony Mellon
Investment adviser representative at Canter Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$386.5MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Canter WealthJul 2019 to now
- Canter Strategic Wealth Management dba Canter WealthMar 2018 to now
- TD AmeritradeMay 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Canter Wealth
Legal name: Canter Strategic Wealth Management, LLC
$386.5MAssets managed
280Clients
7Advisers
6 yearsIn 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
- 5988957
- Firm CRD
- 167828