Judson Thomas Mallini
CFP®Professional Summary
Judson Thomas Mallini, CFP®, who also goes by Jud Mallini, Judson Mallini, is a registered financial advisor currently at TOGETHER PLANNING located in Jacksonville, Florida. Judson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Judson has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Education Funding
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Financial Planning
- Business Services
- Social Security & Medicare Planning
- Investment Management
Specializations
Biography
Together Planning was created by my family. We care about each other's hopes and dreams. We believe that when working together to pursue dreams, planning benefits everyone. We respect the uniqueness of every family, and are humbled to be in a position to help make dreams come true. Please let us know how we can help you.
Other Aliases
Jud Mallini, Judson Mallini
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
MALLINI COMPLETE FINANCIAL PLANNING LLC | TOGETHER PLANNING | TOGETHER AND/OR TOGETHER PLANNING
Contact Information
Main Address
2631 Nw 41st Street Suite E2, Gainesville, FL 32606Phone Number
(352) 221-9300# of Employees
4SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
587AUM (Assets Under Management)
$175,959,634Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
MALLINI COMPLETE FINANCIAL PLANNING LLC | TOGETHER PLANNING | TOGETHER AND/OR TOGETHER PLANNING
State Registrations and Notice Filings
(9/16/2016)
(8/31/2015)
(7/15/2016)
(5/4/2017)
(6/4/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2006About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Judson Thomas Mallini's CRS (Customer Relationship Summary).
Services Offered by Judson
- Education Funding
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Financial Planning
- Business Services
- Social Security & Medicare Planning
- Investment Management
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