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Welcome to the

Ultimate Dream Team

Jake Mellor

Is a coach of coaches. He is a financial planner, but he is also much more. He has instructed CPA Firm owners from across the country on how to help their clients implement higher-level Tax Advantaged Wealth Management Strategies.

AlphaMark Capital

Where Opportunity Meets Capital.
We provide creative, value-added funding solutions to companies and projects that are looking beyond traditional sources of capital across a variety of industries and geographic regions.

We believe that past success is a great indicator of future performance. That’s why align our investor clients with businesses and entrepreneurs who have a history of proven success and expertise.

Strategic Tax Solutions

TAX-ADVANTAGED
WEALTH MANAGEMENT
STRATEGIC TAX SOLUTIONS
Our Vision is to help business owners and individuals alike know what options are available to them in regards to Exemption, Deduction, Deferral strategies and other tax-advantaged wealth management tax saving opportunities!

AlphaMark Tax

We offer exceptional financial services. Our focus on excellence and efficiency enables us to provide high-quality solutions. Trust us to take your financial matters to the next level, with flawless results that maximize your benefits while minimizing your expenses.

Strategic Insurance Solutions

We are an Utah-owned independent insurance agency. We are here to help you in all of your insurance needs. From requesting a quote on your car, business or home to a custom package that fits all of your needs, we’re your one-stop shop for all things insurance-related.

Jake Mellor

Education

MBA & master's. degree in accouting

A Country Commissioner

Served four years as county commissioner

A Military Veteran

Served our great nation in Iraq during OEF/OIF

Experienced

A solution guy with practical experiences

Jake Mellor

Is the CEO/Founder and Principal Broker of the Strategic Wealth Solutions, Strategic Tax Solutions, Strategic Insurance Solutions and A+ Farms. An MBA, Master of Accountancy, is a CPA Candidate and has been advising clients as a Certified Financial Planner Practitioner since 2012. He provides comprehensive consulting services from all aspects of operating and growing their business.

Is a coach of coaches. He is a financial planner, but he is also much more. He has instructed CPA Firm owners from across the country on how to help their clients implement higher-level Tax Advantaged Wealth Management Strategies.
Jake is passionate about advising successful business owners how to identify and implement strategies that some have felt were only reserved for the ELITE.

Testimonials

THIS IS WHY OUR CLIENTS PREFER US. We can work together to develop specific strategies to help you achieve your goals. We’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.
Taylor BanksCEO
I want to thank my financial advisor at Mellor, who guided and advised me on how I should plan my retirement. I wanted a professional to plan my retirement, and I must say, so far, I am having a good time and gradually meeting my retirement goals.
Sylvester AndersonCEO
Our business was operating smoothly, generating the revenue we set as a goal, but our main concern was managing our taxes, Jake helped us with his advanced strategies and plans solved our problem of taxes. Thank You, Jake!
Julia PamelaCEO
Initially, my business was running smoothly, but there was a significant loss in revenue in the third quarter of the year. Jake was our guy who analyzed our financial history and suggested some great solutions that have not only recovered the losses but also led to an increment in the profits.
Rosaline LopezCEO
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Contact US

We are committed to giving our clients a holistic and fact based plan supported by our professional, committed and passionate Jake Mellor team.

(800) 773-1848

Info@alphamark.com

453 E Main St Ste 200 Price, UT 84501

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Jake Mellor is an Investment Advisor Representative (IAR) located at Lenexa, Kansas.

Tax & Accounting services are provided through AlphaMark Tax, Strategic Tax Solutions and/or other affiliated tax filing or tax consulting businesses. Property & Casualty Insurance is offered through Strategic Insurance Solutions. Life insurance is also offered through Strategic Insurance Solutions. AlphaMark Capital provides due diligence reviews and analysis on capital projects in preparation for private funding interests.

All content on this site is for informational purposes and should not be considered investment advice. Material presented is believed to be from reliable sources but no representations are made by our firm as to another party’s informational accuracy or completeness.

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