Jake Mellor Email & Phone Number
CEO and Founder and Tax Planning Strategist @ Strategic Tax Solutions
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Jake Mellor Location
- Price, UT, US
Jake Mellor Work
- 2013 -now CEO and Founder and Tax Planning Strategist @
- 2013 -now Owner @
- 2013 -now Owner @ Strategic Insurance Solutions
- 2010 -now Owner @ Jake Mellor Financial Services, LLC
- 2022 -2023 Chief Strategy Officer (CSO) @
- 2021 -2023 Chief Financial Officer @
- 2015 -2018 Commissioner and Surveyor @ Carbon County Administration
- 2015 -2018 Member Board Of Trustees @ Four Corners Community Behavioral Health
- 2015 -2018 Board Member @ SOUTHEAST UTAH HEALTH DEPARTMENT
- 2017 -2018 Wealth Advisor @ Legacy Wealth Managment Group
- 2016 -2018 Central Utah Association Past President @
- 2015 -2017 Independent Financial Advisor @
- 2016 -2016 Development Board Member @
- 2013 -2015 Retirement Specialist @
- 2012 -2015 CERTIFIED FINANCIAL PLANNER™, Financial Advisor @
- 2012 -2013 Registered Representative @
- 2010 -2012 Independent Financial Advisor @
- 2010 -2010 HR @ Love-Less Ash Company
Jake Mellor Education
- Southern Utah University
MAcc - Masters of Accountancy (Accounting)
2016-2016 - Kaplan University
CERTIFIED FINANCIAL PLANNER™ (Financial Planning and Services)
2009-2012 - Southern Utah University
MBA (Masters of Busines Administration)
2009-2011 - Southern Utah University
Bachelor of Science in FINANCE (Investments & Insurance)
2008-2010 - Snow College
AS (Business)
2003-2004
Jake Mellor Skills
- IRAs
- Buy-sell Agreements
- Insurance
- Investments
- Disability Insurance
- Universal Life
- Life Insurance
- Term Life Insurance
- Long-term Care
- Fixed Annuities
- Retirement
- Customer Service
- Key Person Insurance
- Whole Life
- Variable Annuities
- Retirement Planning
- Estate Planning
- Financial Planners
- Employee Benefits
- Wealth Management
- Health Insurance
- Investment Advisory
- Securities
- Strategic Financial Planning
- Series 7
- Finance
- Investment Management
- Property & Casualty Insurance
- Small Business
- Commercial Insurance
- General Insurance
- Management
- Personal Finance
- Long Term Care Insurance
- Personal Financial Planning
- Budgets
- Risk Management
- Wealth Accumulation
- Accounting
- 401k
- Financial Services
- Roth IRA
- Retirement Savings
- 401k Rollovers
- Group Insurance
- Pensions
- Wealth
- Financial Advisory
- Financial Analysis
- Asset Protection
- Cedar
- Buy Sell Agreements
- Long Term Care
- Property And Casualty Insurance
Jake Mellor Summary
- Jake Mellor, based in Price, UT, US, is currently a CEO and Founder and Tax Planning Strategist at Strategic Tax Solutions. Jake Mellor brings experience from previous roles at Strategic Tax Solutions, Strategic Insurance Solutions, Jake Mellor Financial Services, LLC and OWLFI. Jake Mellor holds a 2016 - 2016 MAcc - Masters of Accountancy in Accounting @ Southern Utah University. With a robust skill set that includes IRAs, Buy-sell Agreements, Insurance, Investments, Disability Insurance and more. Jake Mellor has 2 emails and 1 mobile phone numbers on RocketReach.
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Jake Mellor
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