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Juan Carlos Meléndez

Investment Advisor Representative
Post Office Box 10726
San Juan, Puerto Rico 00922
787.310.8551
787.756.2100
Miami 786.233.1294

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About Juan Carlos Meléndez

Professional Highlights
Juan Carlos Meléndez has had a varied and successful career in business and financial services in both Florida and Puerto Rico.

After obtaining his bachelor’s of business administration and marketing from the Universidad de Puerto Rico at Rio Piedras, he worked for the US Small Business Administration in Buffalo, New York, as a loan specialist working on commercial loan processing.

That experience gave him a springboard to a career with more diverse challenges at PFS Investment, where he would ultimately become president of the organization. While at PFS, he not only served as compliance officer and manager of 46 financial professionals, but he also developed a personal financial workshop for consumers.

After PFS, Mr. Meléndez moved on to Ikon Financial, Inc., for which he served as director and compliance manager. He oversaw product sales in insurance, investments, and retirement planning.

Since 2006, Mr. Meléndez has been president and principal consultant for PBF Solutions in San Juan, Puerto Rico. In this role, he develops and implements financial strategies for individuals and small businesses. He is also responsible for training and supporting other financial professionals in retirement planning and insurance product selection. He also presents financial planning workshops and provides consulting to support employees at different management levels in the organization.

Juan holds a series 6 and series 26 securities license, and is licensed to sell life, health, disability, property and casualty and title insurance products. He is licensed in both Florida and Puerto Rico.

He is a member of various associations, among which are the Financial Planning Association and the Professional Insurance Agents Association. He is bilingual in English and Spanish.

About DMK Advisor Group, Inc.

First established in 1993, the Del Mar Group was created to help clients achieve their most cherished goals through personalized financial planning services and a wide range of quality financial products. Today, the Del Mar Group has evolved to include a team of affiliated financial professionals who have combined to form DMK Advisor Group, Inc.. Working together, the advisors of DMK Advisor Group, Inc. offer the expertise in the planning techniques and products designed to best serve clients from coast to coast.

Let Juan Carlos Meléndez Help You With:

    Financial Planning
    Retirement Planning
    Debt Management
    Employee Benefits
    Life Insurance
    Property and Casualty Insurance
    Disability Insurance
    Annuities

PRODUCTS AND PLANNING

To Last a Lifetime

ABOUT US
With offices from coast to coast, we're available to serve you in any one of the 41 states in which we are licensed. Also licensed in Puerto Rico and the District of Columbia.

KEY CONTACTS
  • Harold Schwartz, CEO, CIO
  • Erin Baskett / Compliance
  • Catherine Chaney Bowman, Marketing
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MAIN OFFICE
Ballantrae Professional Office Park
17961 Hunting Bow Circle, Suite 102
Lutz, FL 33558-5374
813.996.6100

United States

800.983.4448
info@dmkadvisorgroup.com
NO MATTER WHERE YOU ARE IN LIFE, We CAN HELP
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© Copyright 2022. Securities and advisory services offered through DMK Advisor Group, Inc., member FINRA/SIPC/MSRB. Main office: 17961 Hunting Bow Circle, Suite 102 • Lutz, Florida 33558. Phone: 813.996.6100. Investment Advisory services offered through Compass Financial Management, LLC, an SEC Registered Investment Advisory. compassfmllc.com.

This communication is strictly intended for individuals residing in Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, or Wyoming.
No offers may be made or accepted from any resident outside the specific states referenced.