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JK

John D. Kall

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CRD#: 263440
JK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John David Kall, who also goes by David Kall, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1969. John had worked at 4 firms and has passed the Series 1, F04 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Kall

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 22, 1986 - June 2, 1992

JMC INVESTMENT SERVICES, INC.

BD
CRD#: 14376
Past

January 6, 1975 - June 2, 1992

SPEAR INSURANCE SERVICES, INC.

BD
CRD#: 5941
Past

May 14, 1973 - August 15, 1974

GARY, GEYER, HILL & NADELL, INC.

BD
CRD#: 5883
Past

April 16, 1969 - June 17, 1973

JEFFERIES LLC

BD
CRD#: 2347

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 1
Date: 4/7/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
F04
Date: 4/21/1975
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 6/14/1973
General Securities Principal Examination

Current Firm


JI
JMC INVESTMENT SERVICES, INC.
JMC INVESTMENT SERVICES, INC.

CRD#: 14376 / SEC#: , 8-30586

BD
Terminated by SEC on 04/24/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/27/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DETWILER, MITCHELL & CO.PARENT COMPANY
FORRESTER, LEE MARSHALLCHIEF FINANCIAL OFFICER3203867
FRANK, STEPHEN ZDIRECTOR, CHIEF LEGAL OFFICER, SECRETARY & CHIEF COMPLIANCE OFFICER2132567
MORTON, TIMOTHY UGODIRECTOR, PRESIDENT1206195

Disclosures


Regulatory Event2

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


JMC INVESTMENT SERVICES, INC.

CRD#: 14376

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