Jessica Mellos, Director, M&A Consulting and Services

Jessica Mellos is the director of M&A consulting and services at Commonwealth. With the firm since early 2022, Jessica supervises, strengthens, and organizes M&A support for Commonwealth advisors. She manages liquidity offerings for those approaching succession, with a focus on streamlining and enhancing the M&A program. Jessica also conducts M&A consulting engagements for complex cases and guides buyers and sellers through the end-to-end acquisition process.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.The M&A Journey: Selling Your Financial Advisory Firm
How do you prepare for selling your financial advisory firm? Reaching your desired destination means mapping out your journey well before your exit date.
Jessica Mellos
06.07.23
Trends in Financial Services: The Evolving M&A Landscape
Wondering what it takes to buy or sell a practice? Learn what's trending in the evolving M&A landscape.
Jessica Mellos
02.01.23