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MH

Mark Dean Hamel

CRD# 5995996·Registered 2011 - 2017
Previously Registered: Being a previously registered professional could mean that Mark is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Mark Dean Hamel, who also goes by Mark D Hamel, was a registered financial advisor. Mark was a previously registered financial professional and started their career in finance 2011 - 2017. Mark had worked at 5 firms and has passed the Series 63, Series 65 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark D Hamel

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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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Years of Experience

15 years in the financial services industry

Current & Past Employments

JBL WEALTH ADVISORY·CRD# 168110
RIA
Plano, TX
April 16, 2014 - September 26, 2017
DIVINE CAPITAL MARKETS LLC·CRD# 118212
BD
New York, NY
October 29, 2013 - March 18, 2014
AXIOM CAPITAL MANAGEMENT, INC.·CRD# 26580
BD
Austin, TX
June 18, 2013 - November 7, 2013
DIVINE CAPITAL MARKETS LLC·CRD# 118212
BD
Austin, TX
November 20, 2012 - June 5, 2013
BRITEHORN SECURITIES·CRD# 36402
BD
Denver, CO
April 17, 2012 - November 2, 2012
RIGG WEALTH MANAGEMENT, LLC·CRD# 158987
RIA
Dallas, TX
November 30, 2011 - April 18, 2012

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Current Firm

JW
JBL WEALTH ADVISORY

JBL WEALTH ADVISORY | JBL WEALTH ADVISORY, LLC

CRD#: 168110

Contact Information

Main Address

Plano, TX

Documents

Latest Form ADV

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2012About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2011About the Series 65 exam

Series 7 — General Securities Representative Examination

Passed Apr 2012About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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