Juno Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$307,122,837
Clients
305
Advisors
6
of 8 employees
About
Juno Financial Group LLC provides financial planning and investment advisory services to individuals, high‑net‑worth clients, retirement plans, corporations, trusts, estates, non‑profits, and foundations. The firm is a team of five advisors that manages approximately $542 million in discretionary assets and serves about 305 client relationships.
The firm’s process begins with a comprehensive review of a client’s financial position and investment objectives and typically implements tailored asset allocation through model portfolios, separately managed accounts and third‑party managers. Portfolios are constructed from individual equities, fixed income, mutual funds, and ETFs and may incorporate strategies such as direct indexing and tax‑loss harvesting; Juno generally manages accounts on a discretionary basis and conducts regular reviews.
Notable features disclosed in the brochure include the firm’s use of client testimonials in its advertising, a practice that is uncommon among comparable team firms, and an offering of subscription financial planning for clients with assets below its wealth‑management threshold. Juno also discloses its recommendation of Charles Schwab as custodian and the receipt of Schwab’s institutional services and support, which the firm identifies as a potential conflict of interest to be considered by clients.
Client services
Expertise
Fee options
Flat fees for Retirement Plan Advisory Services generally range from $1,000 to $100,000 but are negotiable.
$0 - $100,000: 1.50% $100,001 - $500,000: 1.05% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.15%
Subscription fee arrangements for financial planning services with a minimum fee of $2,500 for the first year.
Minimum fee: Minimum fee for subscription-based financial planning services is $2,500 for the first year. Fee-only: Subscription fee arrangements for financial planning services for clients with less than $1,000,000 in assets under management; minimum fee $2,500 for the first year.
Main office
1802 Bayberry Court, Suite 203
Richmond VA 23226
Advisors at this office
6
Most active in
Florida · Maryland · North Carolina · Pennsylvania · South Carolina · Texas · Virginia · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Catherine H
Series 66
Richmond, VA
Juno Financial Group LLC
Catherine Hunt is a financial advisor at Juno Financial Group LLC with one year of industry experience. She holds the Series 66 designation and has prior experience with Cetera Investment Advisers, Cetera Wealth Services, Virginia Asset Management, and CETERA Advisor Networks. Outside of her advisory work, she has been involved with the Richmond YMCA since 2022. Juno Financial Group LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm employs a team-based approach utilizing tailored asset allocations through model portfolios, separately managed accounts, and third-party managers.
James G
CFP®, Series 66
Richmond, VA
Juno Financial Group LLC
James Gift Jr. is a CFP® with 15 years of industry experience, currently serving as an advisor at Juno Financial Group LLC since 2025. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, Raymond James Financial, M&T Securities, and Merrill. Juno Financial Group LLC is a team of six advisors managing approximately $542 million in discretionary assets. The firm provides financial planning and investment advisory services to a diverse client base, employing tailored asset allocation strategies that include model portfolios, separately managed accounts, and tax-sensitive techniques.
Brett C
CFA®, Series 66
Richmond, VA
Juno Financial Group LLC
Brett Corsello is a CFA® charterholder and holds the Series 66 designation with four years of industry experience. He has worked at Juno Financial Group LLC since 2025 and previously held roles at Kestra Advisory, Kestra Investment Services, EJF Capital, and Fannie Mae. Corsello serves on the board of the Commonwealth Community Trust, where he participates in the finance committee overseeing the budget and investment manager. Juno Financial Group LLC is a team of five advisors managing approximately $542 million in discretionary assets. The firm provides financial planning and investment advisory services to a diverse client base, using tailored asset allocation strategies that include individual equities, fixed income, mutual funds, ETFs, direct indexing, and tax-loss harvesting.
Kent L
Series 65
Richmond, VA
Juno Financial Group LLC
Kent Leafstedt is a financial advisor with Juno Financial Group LLC in Richmond, VA. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at The Monument Companies and Joyner, Kirkham, Keel & Robertson, P.C. Juno Financial Group LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm manages approximately $542 million in discretionary assets for about 305 client relationships, employing tailored asset allocation through model portfolios, separately managed accounts, and third-party managers.
Paul M
Series 63, Series 65
Richmond, VA
Juno Financial Group LLC
Paul Melnick Jr. is a financial advisor at Juno Financial Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory and Massachusetts Mutual Life Insurance Company. Juno Financial Group LLC is a team of five advisors serving individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm offers comprehensive financial planning and discretionary investment management, utilizing tailored asset allocation strategies that include model portfolios, separately managed accounts, direct indexing, and tax-loss harvesting.
Paul M
CFP®, Series 66
Richmond, VA
Juno Financial Group LLC
Paul Melnick III is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Juno Financial Group LLC and previously worked at Fidelity Brokerage Services LLC and Kestra Advisory Services LLC. Paul is based in Richmond, VA. Juno Financial Group LLC offers financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm manages approximately $542 million in discretionary assets through tailored asset allocation using model portfolios, separately managed accounts, and third-party managers.
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