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L & M Wealth Management And Retirement Solutions, LLC
SEC-regulated
Registered investment advisor
L & M Wealth Management and Retirement Solutions LLC, founded in February 2025, is led by Jaycee Melton, a financial advisor with extensive experience in the industry. Jaycee Melton has been a member of L&M Wealth Management and Retirement Solutions, LLC since December 2009 and is also the owner and operator of JCM, Inc. With a clean disciplinary record and no material legal events, Mr. Melton is committed to acting in the best interests of his clients. As a licensed insurance agent/broker, he may receive commissions from product sales, but he ensures recommendations are solely based on client needs. Mr. Melton holds various series examinations and licenses, demonstrating his expertise in the field. He does not receive additional compensation beyond his regular salary and is supervised by Ms. Carol Lyons, the Chief Compliance Officer of the firm. Clients can expect diligent monitoring of Mr. Melton's activities to ensure compliance with the firm's Code of Ethics. For more information, clients can contact Ms. Lyons at 405-286-2654. Jaycee Melton has a clean record regarding arbitration claims, civil proceedings, regulatory actions, and bankruptcy petitions, providing clients with peace of mind regarding his professional conduct.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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