Mark J. Majka

MJM INVESTMENT ADVISORS

FRANKLIN, MA

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CRD#: 2766918

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.

Since December 2020, Mark John Majka serves as an outsourced Chief Investment Officer for Pension and Wealth Management Advisors (PWM) of Waltham, MA. PWM is an SEC registered investment advisor located at 800 South Street, Waltham MA 02453. PWM's business is wealth management. Mr. Majka's duties include monitoring global capital markets activities and asset classes and doing investment research. He provides input and recommendations to PWM on model portfolio construction. PWM personnel makes all investment related decisions in conjunction with inputs provided by Mr. Majka. Mr. Majka is not an employee of PWM, has no specific client portfolio management authority or client relationship management responsibilities at PWM, and is not an investment advisor representative of PWM. Mr. Majka spends 20% of his time or 40 hours per month in the OCIO role for PWM.

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.

CRD#: 754

NEW YORK, NY

Past

July 25, 1996 - June 5, 2000

BARING INVESTMENT SERVICES, INC.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/20/1996

Uniform Securities Agent State Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	105
AUM (Assets Under Management)	$ 35,943,310

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.

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Mark J. Majka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark John Majka's CRS (Customer Relationship Summary).

Certified licenses

Experience

MJM INVESTMENT ADVISORS, INC.

KASTEL CAPITAL ADVISORS, LLC

DEAM INVESTOR SERVICES, INC.

BARING INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/20/1996

Current Firm

MJM INVESTMENT ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MJM INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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