Slide jim mellon WEALTH ADVISOR Jim Mellon, CFP® 858.812.7551
[email protected]
Jim joins Canter Wealth as a Wealth Advisor and acts as a fiduciary focused on helping clients accomplish their financial goals.

Prior to joining Canter, Jim worked at three leading financial service firms and advised a wide range of clients including high net worth families and public employees in the Boston school districts. During his time with these firms, Jim became increasingly frustrated by the proprietary solutions and lack of customization at his prior firms. These collective experiences give Jim a unique perspective to help Canter clients going forward.

Jim graduated from Suffolk University with a Bachelor of Business Administration in Finance. In his free time, he enjoys travel and now lives in San Diego.