Paul Joseph Melnick III
Investment Adviser Representative at JUNO Financial Group LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Paul Joseph Melnick III is an investment adviser representative with JUNO Financial Group LLC in Richmond, VA, where they have been registered since 2025. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Kestra Advisory Services, LLC and Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Virginia.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Enterprise HoldingsMay 2016 – Dec 2017Alexandria, VA
- Apex SystemsDec 2017 – Sep 2019Falls Church, VA
- Fidelity Brokerage Services LLCSep 2019 – Jan 2025Reston, VA
- Kestra Invesment Services LLCFeb 2025 – Jun 2025Richmond, VA
- Kestra Advisory Services LLCFeb 2025 – Jun 2025Richmond, VA
- Juno Financial Group LLCJun 2025 – no end date reportedRichmond, VA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About JUNO Financial Group LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- $0-$100,0001.50%
- $100,001-$500,0001.05%
- $500,001-$1,000,0001.00%
- $1,000,001-$2,000,0000.85%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement plan management including ERISA 3(21) and 3(38) fiduciary services, quarterly and annual plan reviews, customized plan design, employee education and enrollment meetings, and plan compliance consulting; investment management including tax-aware strategies, alternative investments, and portfolio monitoring and rebalancing; financial planning including retirement income strategies, insurance needs assessment, and special needs financial planning leveraging special needs trusts and ABLE accounts.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Richmond, VA
- SEC file number:
- 801-132999
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 12, 2026
View full firm profileOther advisors at JUNO Financial Group LLC
5 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul Joseph Melnick III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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