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KJ

Kamal (. Jafarnia

M&CO. SECURITIES LLC
NEW HOPE, PA
Some features on this profile are disabled
CRD#: 2890436
KJ

Professional summary


Kamal (nmn) Jafarnia, who also goes by Kamal Jafarnia, is a registered financial professional currently at M&CO. SECURITIES LLC located in New Hope, Pennsylvania.

Kamal is registered as a RR (Registered Representative) and started their career in finance in 1997. Kamal has worked at 16 firms and has passed the Series 63, Series 65, Series 7TO, Series 79TO, Series 82TO, Series 99TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kamal Jafarnia

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) - BD


Click below to view Kamal (nmn) Jafarnia's CRS (Customer Relationship Summary).
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

February 10, 2025 - Present

M&CO. SECURITIES LLC

BD
CRD#: 332390
NEW HOPE, PA
Past

October 13, 2018 - February 17, 2021

ALPHAMAX DISTRIBUTORS, L.L.C.

BD
CRD#: 8258
New York, NY
Past

January 8, 2018 - April 23, 2018

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
DALLAS, TX
Past

November 4, 2014 - October 9, 2017

CAREY FINANCIAL, LLC

BD
CRD#: 15246
NEW YORK, NY
Past

September 11, 2014 - October 27, 2014

CHAUNER SECURITIES, INC.

BD
CRD#: 10075
NORTHBROOK, IL
Past

December 19, 2008 - September 10, 2012

REALTY CAPITAL SECURITIES, LLC

BD
CRD#: 145454
NEW YORK CITY, NY
Past

May 23, 2008 - October 31, 2008

FB INCOME ADVISOR, LLC

RIA
CRD#: 147049
PHILADELPHIA, PA
Past

June 30, 2006 - March 4, 2008

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
ADDISON, TX
Past

November 9, 2004 - November 26, 2007

CNL FUND ADVISORS COMPANY

RIA
CRD#: 107117
ORLANDO, FL
Past

October 5, 2004 - December 31, 2005

CNL INSTITUTIONAL ADVISORS, INC.

RIA
CRD#: 128972
ORLANDO, FL
Past

October 5, 2004 - June 16, 2006

CNL SECURITIES CORP.

BD
CRD#: 10356
ORLANDO, FL
Past

May 20, 2004 - September 17, 2004

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
LAS VEGAS, NV
Past

February 18, 2004 - September 17, 2004

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

February 7, 2003 - February 3, 2004

ESSENTIAL SECURITIES, INC.

BD
CRD#: 122931
LAS VEGAS, NV
Past

July 10, 2002 - April 14, 2004

ESSENTIAL ADVISORS, INC.

RIA
CRD#: 119247
LAS VEGAS, NV
Past

June 25, 1998 - September 15, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 27, 1997 - March 11, 1998

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

May 27, 1997 - March 11, 1998

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings


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

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
Pennsylvania
(5/15/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 5/14/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/31/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 3/31/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 99TO
Date: 3/31/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/22/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MS
M&CO. SECURITIES LLC
M&CO. SECURITIES LLC

CRD#: 332390 / SEC#: , 8-71260

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
457 Lurgan Road, New Hope, PA 18938
Mailing Address
457 Lurgan Road, New Hope, PA 18938
Phone number
(945) 293-6410
Established
Delaware since 06/14/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MACK & CO., LLCMEMBER
JAFARNIA, KAMAL (NMN)DESIGNATED PRINCIPAL2890436
ZACK, RICHARD LEWISCEO/MANAGER/CCO/CFO/FINOP/AML OFFICER/PFO/POO2651386

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


M&CO. SECURITIES LLC

CRD#: 332390New Hope, PA

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