Jeffrey Melgard
Rebellion Asset Management · Chicago, Illinois
Jeffrey Melgard is a fee-only financial advisor at Rebellion Asset Management in Chicago, Illinois. Jeffrey charges a percentage of assets (1.5% a year on the first tier of assets managed).
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Who they serve
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | Rebellion Asset Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $91.8M across 150 accounts |
| SEC registration | Investment adviser representative in IL, MI · CRD 3147283 |
| Exams passed | Series 65 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.rebellionasset.com |
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Questions about Jeffrey
Is Jeffrey Melgard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Rebellion Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets.
How much does Jeffrey charge?
According to Rebellion Asset Management's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Jeffrey Melgard based?
Jeffrey Melgard is based in Chicago, Illinois.
Is Jeffrey Melgard registered with the SEC?
Yes. Jeffrey Melgard is registered as an investment adviser representative in IL and MI (CRD 3147283), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rebellion Asset Management manage?
Rebellion Asset Management reports $91.8M across 150 accounts in assets under management.
How do I contact Jeffrey Melgard?
Through Jeffrey's website, www.rebellionasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Rebellion Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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