Matt Melton, CPA, CLTC^®, RICP^®, ChSNC^®
Wealth Management Advisor

Melton Wealth Partners

5251 W. 116th Place Suite 300
Leawood, KS 66211

Office 913-748-0600

Contact Me

Jason Chaffee

Jason Chaffee
Associate Wealth Management Advisor
Email
(913) 748-0603

ROLE AND EXPERTISE

Jason is an Associate Wealth Management Advisor for Melton Wealth Partners. His primary responsibilities are focused on the closely held business market to deliver retirement plan consulting services. Jason’s expertise is assisting our business clients with their company sponsored retirement plans, working to ensure that these plans meet the objectives of the company and provide a path to financial security for participants.

In partnership with our corporate clients’ management team, Jason provides retirement plan solutions, plan design assistance, investment fiduciary support, participant education and plan communication. It is his mission that company sponsored retirement plans are efficient, cost effective, have ease of administration and provide the intended benefits for company plan sponsors and their participants.

BACKGROUND AND EDUCATION

Prior to joining Melton Wealth Partners, Jason provided retirement plan services to various business entities with Empower Retirement and Principal Financial.

Kansas State University – Manhattan, KS
FINRA Series 7 & 63
Life/Health Insurance Licensed

PERSONAL

Outside of work, Jason enjoys spending time with family and friends, competing in BBQ contests, and most recently learning to home brew beer.

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Matt Melton, CPA, CLTC^®, RICP^®, ChSNC^®
Wealth Management Advisor

Melton Wealth Partners

5251 W. 116th Place Suite 300
Leawood, KS 66211

Office 913-748-0600

Contact Me

Legal Notice|Online Privacy Statement|Customer Privacy Notice|Third Party Links|Disclosure

Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists.

© 2022 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Matthew T Melton uses Melton Wealth Partners as a marketing name for doing business as a representative of Northwestern Mutual. Melton Wealth Partners is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Matthew T Melton is an Insurance Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS. Investment advisory services provided as an Advisor of NMWMC.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.

Matthew T Melton is primarily licensed in KS and may be licensed in other states.

AR License: 1930945
CA License: 0G82606
NPN: 1930945