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RIA / WealthAdvisorCertified Financial Planner29 years in industry

JON JAMES MELANDER

Advisor at BOULAY WEALTH

EDEN PRAIRIE, MN

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Search this name across graphsid dfx:ria:10951e79-aa4f-4727-ab22-34641b2d7cc8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 20, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BOULAY WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 1, 1997
First registration: Mar 20, 2000
Dual registered: no
IAPD individual key: 1698904

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOULAY WEALTH	Independent wealth	Mar 4, 2015	n/a	yes	EDEN PRAIRIE, MN	Current employment
VALMARK ADVISERS, INC.	Bd affiliated wealth	Feb 27, 2015	Dec 31, 2021	no	EDEN PRAIRIE, MN	Previous registration
CAPSTONE ADVISORY GROUP LLC	Former SEC adviser	Jan 21, 2014	Feb 23, 2015	no	EDINA, MN	Previous registration
CAPITAL MANAGEMENT ASSOCIATES INC	Independent wealth	Jun 26, 2006	Mar 8, 2012	no	MINNEAPOLIS, MN	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Mar 20, 2000	Feb 22, 2003	no	MINNEAPOLIS, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VALMARK ADVISERS, INC.	BOULAY WEALTH	Dec 31, 2021	Mar 4, 2015	-2,494	Firm change after gap	Other
CAPSTONE ADVISORY GROUP LLC	VALMARK ADVISERS, INC.	Feb 23, 2015	Feb 27, 2015	4	Firm change	Other
CAPITAL MANAGEMENT ASSOCIATES INC	CAPSTONE ADVISORY GROUP LLC	Mar 8, 2012	Jan 21, 2014	684	Firm change after gap	Other
RBC CAPITAL MARKETS, LLC	CAPITAL MANAGEMENT ASSOCIATES INC	Feb 22, 2003	Jun 26, 2006	1,220	Firm change after gap	Other

Relationships

Registered with (5)

→ BOULAY WEALTHRegistered adviserregistration: current employment
Mar 4, 2015 to presentfactForm ADV
→ VALMARK ADVISERS, INC.Registered adviserregistration: previous registration
Feb 27, 2015 to Dec 31, 2021factForm ADV
→ CAPSTONE ADVISORY GROUP LLCRegistered adviserregistration: previous registration
Jan 21, 2014 to Feb 23, 2015factForm ADV
→ CAPITAL MANAGEMENT ASSOCIATES INCRegistered adviserregistration: previous registration
Jun 26, 2006 to Mar 8, 2012factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Mar 20, 2000 to Feb 22, 2003factForm ADV

Dated events

No dated event names this entity yet.