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Mark J. Majka

MJM INVESTMENT ADVISORS
FRANKLIN, MA
Some features on this profile are disabled
CRD#: 2766918
MM

Professional summary

Mark John Majka is a registered financial advisor currently at MJM INVESTMENT ADVISORS, INC. located in Franklin, Massachusetts.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Mark has worked at 4 firms and has passed the Series 63 exam.

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 Mark John Majka'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

July 5, 2011 - Present

MJM INVESTMENT ADVISORS, INC.

RIA
CRD#: 158212
FRANKLIN, MA
Past

January 23, 2019 - October 27, 2021

KASTEL CAPITAL ADVISORS, LLC

RIA
CRD#: 226520
WELLESLEY, MA
Past

July 17, 2000 - November 14, 2002

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

July 25, 1996 - June 5, 2000

BARING INVESTMENT SERVICES, INC.

BD
CRD#: 29645
BOSTON, MA

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
Massachusetts
(7/5/2011)
IAR
New York
(3/14/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 9/20/1996
Uniform Securities Agent State Law Examination

Current Firm

MI
MJM INVESTMENT ADVISORS, INC.
MARK J. MAJKA | MJM INVESTMENT ADVISORS, LLC | MJM INVESTMENT ADVISORS, INC. | MJM INVESTMENT ADVISORS LLC

CRD#: 158212 / SEC#:

Massachusetts
Registered Investment Advisory firm - (7/5/2011 Approved)
New York
Registered Investment Advisory firm - (1/5/2015 Approved)
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Contact information

Main Address
Franklin, MA
Mailing Address
Phone number
(617) 733-4214
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts110
AUM (Assets Under Management)$ 39,211,699

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

MJM INVESTMENT ADVISORS, INC.

CRD#: 158212Franklin, MA

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