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AJ

Alvin A. Jornd

MARK ALLAN CAPITAL MANAGEMENT
SALEM, IL
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CRD#: 262227
AJ

Professional summary


Alvin Alexander Jornd is a registered financial advisor currently at MARK ALLAN CAPITAL MANAGEMENT, LLC located in Salem, Illinois.

Alvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. Alvin has worked at 7 firms and has passed the Series 66, Series 63, Series 1 and Series 8 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Alvin Alexander Jornd'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®
None

Experience


Current

March 22, 2001 - Present

MARK ALLAN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 123668
SALEM, IL
Past

January 11, 1995 - March 6, 2001

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

December 16, 1994 - January 9, 1995

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
Past

May 31, 1989 - August 29, 1995

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
LA JOLLA, CA
Past

February 28, 1986 - May 31, 1989

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
SAN DIEGO, CA
Past

March 27, 1978 - February 25, 1986

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

February 11, 1974 - April 6, 1978

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

April 3, 1973 - March 22, 1974

DUPONT WALSTON, INCORPORATED

BD
CRD#: 870

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.

Highlighted states indicate IAR registrations

IAR
Illinois
(3/22/2001)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 3/30/1973
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 12/14/1987
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


MA
MARK ALLAN CAPITAL MANAGEMENT, LLC
MARK ALLAN CAPITAL MANAGEMENT, LLC

CRD#: 123668 / SEC#:

Illinois
Registered Investment Advisory firm - (3/22/2001 Approved)
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Contact information


Main Address
Salem, IL
Mailing Address
Phone number
(618) 548-6226
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts12
AUM (Assets Under Management)$ 800,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MARK ALLAN CAPITAL MANAGEMENT, LLC

CRD#: 123668Salem, IL

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