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Blaze Mc Mellian

Advisor at J.P. Morgan Securities

Updated today
J.P. Morgan Securities logo

Firm

J.P. Morgan Securities

Location

Fort Worth, TX 76102

Credentials

Series 66

Industry experience

3 years

About

Blaze Mc Mellian is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young LLP and Ausdal Financial Partners, Inc. Outside of his advisory role, Mc Mellian is an owner and influencer at McBets, LLC, where he writes articles and conducts research related to sports. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

420 Throckmorton St, Floor 03

Fort Worth, TX 76102

Most active in

Texas

Work history

BKL2023 Investments, LLC

2023 - Present (3 years)

MC4LIFE LLC

2023 - Present (3 years)

JP Morgan Securities, LLC

2022 - Present (4 years)

JP Morgan Chase Bank, N.A.

2022 - Present (4 years)

Ernst & Young LLP

2021 - 2021 (1 year)

McBets, LLC

2021 - Present (5 years)

BKM Sowan Horan

2020 - 2020 (1 year)

Oklahoma State University

2019 - 2022 (3 years)

Unemployed

2018 - 2018 (1 year)

Ausdal Financial Partners, Inc.

2018 - 2018 (1 year)

Unemployed

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Lacy R

CFP®, Series 66

Fort Worth, TX

The Dedicated Dollar

Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
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Matthew B

Series 63, Series 65

Aledo, TX

Harvest Capital Management

Annuities
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Ryan M

CFP®, Series 66

Fort Worth, TX

Impact Wealth Group

Wealth management Annuities College savings (529s, UTMA, etc.)
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Corey C

Series 63

Arlington, TX

Callaway Financial Services

Active portfolio management Retirement income strategy
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Alphonsus P

Series 63, Series 65

Bedford, TX

Corporate & Institutional Services, LLC

Retired Founder/Business Owner
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