JK
John J. Kalendek
CHELSEA ADVISORY SERVICES,
Baltimore, MD
Some features on this profile are disabled
CRD#: 2089102
JK
Professional summary
John J Kalendek is a registered financial advisor currently at CHELSEA ADVISORY SERVICES, INC located in Baltimore, Maryland and CHELSEA FINANCIAL SERVICES located in Staten Island, New York.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. John has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)INDEPENDENT INSURANCE AGENT,YES,6710 Rockledge Drive Building A Suite 400, BETHESDA, MD 20817,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,06/29/2005,160,160,SALES OF FIXED INSURANCE PRODUCTS
2)KALENDEK FINANCIAL GROUP,YES,6710 Rockledge Drive Building A Suite 400, BETHESDA, MD 20817,FINANCIAL SERVICES,PRESIDENT,01/01/1995,160,160,SERVIE AND SELL INSURANCE AND FINANCIAL SERVICES PRODUCTS.
3)JOHN KALENDEK,NO,6710 Rockledge Drive Building A Suite 400, BETHESDA, MD 20817,REAL ESTATE RENTAL,OWNER,01/01/1993,28,28,MANAGE PROPERTIES AND LEASES AND COLLECT RENTS.
CRS (Client Relationship Summary) - RIA
Click below to view John J Kalendek's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 23, 2021 - Present
CHELSEA ADVISORY SERVICES, INC
RIA
CRD#: 150791
Baltimore, MD
Current
January 3, 2020 - Present
CHELSEA FINANCIAL SERVICES
Office #1: 242 Main Street, Staten Island, NY 10307BD
CRD#: 47770
Staten Island, NY
Past
October 17, 2016 - December 18, 2019
CORECAP INVESTMENTS, LLC
BD
CRD#: 37068
SOUTHFIELD, MI
Past
October 14, 2016 - December 18, 2019
CORECAP ADVISORS
RIA
CRD#: 158819
Bethesda, MD
Past
September 14, 2005 - October 18, 2016
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
NORTH BETHESDA, MD
Past
January 1, 2004 - October 18, 2016
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
NORTH BETHESDA, MD
Past
August 2, 1995 - January 1, 2004
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Past
September 18, 1991 - August 15, 1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
September 18, 1991 - August 15, 1995
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CHELSEA ADVISORY SERVICES, INC
CHELSEA ADVISORY SERVICES, INC
CRD#: 150791 / SEC#: 801-112349
RIA
Registered Investment Advisory firm - (1/19/2018 Approved)California
Registered Investment Advisory firm - (2/23/2018 Terminated)Connecticut
Registered Investment Advisory firm - (1/25/2018 Terminated)Georgia
Registered Investment Advisory firm - (3/29/2018 Terminated)Nevada
Registered Investment Advisory firm - (2/28/2018 Terminated)New Jersey
Registered Investment Advisory firm - (2/6/2018 Terminated)New York
Registered Investment Advisory firm - (1/24/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/25/2018 Terminated)South Carolina
Registered Investment Advisory firm - (1/24/2018 Terminated)Texas
Registered Investment Advisory firm - (1/24/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(5/6/2020)
RR
Maryland(1/3/2020)
IAR
Maryland(9/23/2021)
RR
North Carolina(1/30/2020)
RR
South Carolina(1/3/2020)
RR
Virginia(1/28/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CHELSEA ADVISORY SERVICES, INC
CHELSEA ADVISORY SERVICES, INC
CRD#: 150791 / SEC#: 801-112349
RIA
Registered Investment Advisory firm - (1/19/2018 Approved)California
Registered Investment Advisory firm - (2/23/2018 Terminated)Connecticut
Registered Investment Advisory firm - (1/25/2018 Terminated)Georgia
Registered Investment Advisory firm - (3/29/2018 Terminated)Nevada
Registered Investment Advisory firm - (2/28/2018 Terminated)New Jersey
Registered Investment Advisory firm - (2/6/2018 Terminated)New York
Registered Investment Advisory firm - (1/24/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/25/2018 Terminated)South Carolina
Registered Investment Advisory firm - (1/24/2018 Terminated)Texas
Registered Investment Advisory firm - (1/24/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
242 Main Street, Staten Island, NY 10307
Mailing Address
Phone number
(718) 967-8400
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 536 |
| AUM (Assets Under Management) | $ 126,883,334 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
