Building relationships based on trust and transparency.

 
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Juno Financial Group is an independent firm whose professionals provide retirement plan management for employers, and comprehensive wealth planning for individuals and families. With 55+ years of combined financial services experience, the Juno team partners with clients to deliver objective advice and a solutions based approach.

 
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— ABOUT —

Paul J. Melnick, Jr.
AIF®, CRPS

paul@junofg.com
Direct: 804.418.6289

Series 7 - General Securities Representative Examination

Series 6 - Investment Company Products/Variable Contracts Representative Examination

Series 63 - Uniform Securities Agent State Law Examination

Series 65 - Uniform Investment Adviser Law Examination

Ashby_Price_Juno_Financial_Group

Ashby W. Price
CFA, AIF®, CRPS

ashby@junofg.com
Direct: 804.622.1727

Series 65 - Uniform Investment Adviser Law Examination   

Series 63 - Uniform Securities Agent State Law Examination   

Series 86 - Research Analyst Exam - Part I Analysis Module   

Series 87 - Research Analyst Exam - Part II Regulations Module   

Series 7 - General Securities Representative Examination  

James M. Gift, Jr.
CFP®

jimmy@junofg.com
Direct: 804.622.1733

Series 66 - Uniform Combined State Law Examination

Series 7 - General Securities Representative Examination

Series 24 - General Securities Principal Examination

 

Lynn K. Melnick

lynn@junofg.com
Direct: 804.418.6280

Lisa_Dudley_Juno_Financial_Group

Lisa R. Dudley

lisa@junofg.com
Direct: 804.799.0100


 

— What We Offer—

SERVICES

Retirement Plan Asset Management / Administration

  • 401 (k) / Plans

  • 403 (b) Plans

  • Profit-Sharing Plans

  • Defined-Benefit Plans

  • Non-Qualified Deferred Compensation Plans

Wealth Management
Financial Planning

We serve as either ERISA 3(21) or 3(38) investment fiduciaries for employer sponsored retirement plans.


CLIENT INDUSTRIES

Publicly Traded Companies
Non-Profit Organizations
Associations
Construction
Manufacturing

Real Estate
Aviation
Transportation / Logistics
IT
Healthcare
Medical Practices
Law Firms

—Contact Us — 

 
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