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Detailed Report
JONATHAN MELEHAN
JONATHAN MELEHAN MELEHAN, JONATHAN R WASZKIEWICZ
CRD#: 5751787
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Investment Adviser
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Previous Broker
BLACK KNIGHT WEALTH MANAGEMENT, LLCCRD#: 305515 FRISCO, TX
Registration History
20132014201520162017201820192020202120222023202420252026IABLACK KNIGHT WEALTH MANAGEMENT... (CRD# 305515)2020 - Present (4 years)BMORGAN STANLEY (CRD# 149777)2013 - 2018 (5 years)IAMORGAN STANLEY (CRD# 149777)2014 - 2018 (4 years)
Disclosure(s)
View By:
10/29/2018
Employment Separation After Allegations
License(s)

State Registrations

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Texas 11/3/2020
Current Registration(s)
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BLACK KNIGHT WEALTH MANAGEMENT, LLC (CRD#:305515)
FRISCO, TX
Registered with this firm since 11/3/2020
Previous Registration(s)
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 02/06/2014 - 11/28/2018 MORGAN STANLEY (CRD#:149777) DALLAS, TX
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 03/27/2013 - 11/28/2018 MORGAN STANLEY (CRD#:149777) DALLAS, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.