Judson T. Mallini
TOGETHER PLANNING
Jacksonville, FL 32256
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CRD#: 5164003
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.
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.
Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Comprehensive Financial Planni...
Business Succession Planning
Small Business Planning
Retirement Income Management
Social Security Planning
Investment Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Corporate Executives
Entrepreneurs
Financial Psychology/Coaching
Generation X
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jud Mallini | Judson Mallini
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.
CRS (Client Relationship Summary) - RIA
Click below to view Judson Thomas Mallini'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®
CFP®
Start date: 2009
Experience
Current
August 31, 2015 - Present
TOGETHER PLANNING
Office #1: 4651 Salisbury Road Suite 400, Jacksonville, FL 32256RIA
CRD#: 175341
Jacksonville, FL
Past
October 12, 2006 - August 27, 2015
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
JACKSONVILLE, FL
Past
June 30, 2006 - August 27, 2015
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
JACKSONVILLE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TOGETHER PLANNING
MALLINI COMPLETE FINANCIAL PLANNING LLC | TOGETHER PLANNING | TOGETHER AND/OR TOGETHER PLANNING
CRD#: 175341 / SEC#: 801-123429
RIA
Registered Investment Advisory firm - (3/14/2022 Approved)Alabama
Registered Investment Advisory firm - (3/28/2022 Terminated)Florida
Registered Investment Advisory firm - (3/28/2022 Terminated)Georgia
Registered Investment Advisory firm - (4/18/2022 Terminated)Louisiana
Registered Investment Advisory firm - (3/29/2022 Terminated)North Carolina
Registered Investment Advisory firm - (4/1/2022 Terminated)Texas
Registered Investment Advisory firm - (3/28/2022 Terminated)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
Alabama(9/16/2016)
IAR
Florida(8/31/2015)
IAR
Georgia(7/15/2016)
IAR
North Carolina(5/4/2017)
IAR
Texas(6/4/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TOGETHER PLANNING
MALLINI COMPLETE FINANCIAL PLANNING LLC | TOGETHER PLANNING | TOGETHER AND/OR TOGETHER PLANNING
CRD#: 175341 / SEC#: 801-123429
RIA
Registered Investment Advisory firm - (3/14/2022 Approved)Alabama
Registered Investment Advisory firm - (3/28/2022 Terminated)Florida
Registered Investment Advisory firm - (3/28/2022 Terminated)Georgia
Registered Investment Advisory firm - (4/18/2022 Terminated)Louisiana
Registered Investment Advisory firm - (3/29/2022 Terminated)North Carolina
Registered Investment Advisory firm - (4/1/2022 Terminated)Texas
Registered Investment Advisory firm - (3/28/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2631 Nw 41st Street Suite E2, Gainesville, FL 32606
Mailing Address
Phone number
(352) 221-9300
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 552 |
| AUM (Assets Under Management) | $ 156,793,735 |
Red Flags
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Company Information
TOGETHER PLANNING
CRD#: 175341Jacksonville, FL 32256TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
