DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jon James Melander

Boulay Wealthindependent RIAEden Prairie, MnIA-onlyIAPD 1698904

Certified Financial Planner

Feed of 09/14/2026

At current firm

11 y

since Mar 4, 2015

In the industry

29 y

since Jul 1, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Partnerreportedboulaygroup.comfirm site, Sep 15, 2026
Designations: AIF, CFP, CIMAreportedboulaygroup.comas printed on the bio page, Sep 16, 2026
Partner or owner: “Jon joined Boulay Financial Advisors, LLC in 2015, became a partner in 2016 and has more than 20 years of experience in wealth management and financial planning.”reportedboulaygroup.comthe sentence on the bio page
Years, as the firm states: 20reportedboulaygroup.com“Jon joined Boulay Financial Advisors, LLC in 2015, became a partner in 2016 and has more than 20 years of experience in wealth management and financial planning.”
Direct business phone: 952-209-3985reportedboulaygroup.comfirm site, Sep 15, 2026
Professional profile: boulaygroup.com/advisors/jon-j-melanderreportedboulaygroup.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Boulay Wealth independent RIA current
since Mar 4, 2015 · Eden Prairie, Mn
Valmark Advisers, Inc. BD affiliated
Feb 27, 2015 to Dec 31, 2021 · Eden Prairie, Mn
Capstone Advisory Group LLC former
Jan 21, 2014 to Feb 23, 2015 · Edina, Mn
Capital Management Associates Inc independent RIA
Jun 26, 2006 to Mar 8, 2012 · Minneapolis, Mn
RBC Capital Markets, LLC national BD
Mar 20, 2000 to Feb 22, 2003 · Minneapolis, Mn

Moves

a registration end followed by a registration begin elsewhere

Valmark Advisers, Inc. to Boulay Wealth
left Dec 31, 2021, registered Mar 4, 2015 (-2494 days) · Other
Capstone Advisory Group LLC to Valmark Advisers, Inc.
left Feb 23, 2015, registered Feb 27, 2015 (4 days) · Other
Capital Management Associates Inc to Capstone Advisory Group LLC
left Mar 8, 2012, registered Jan 21, 2014 (684 days) · Other
RBC Capital Markets, LLC to Capital Management Associates Inc
left Feb 22, 2003, registered Jun 26, 2006 (1220 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address