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SJ

Sean M. Janas

ALTRUIST FINANCIAL LLC
Culver City, CA 90232
Some features on this profile are disabled
CRD#: 6617630
SJ

Professional summary


Sean Michael Janas, CFP®, who also goes by Sean Michael Janas, Sean Janas, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Culver City, California.

Sean is registered as a RR (Registered Representative) and started their career in finance in 2016. Sean has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sean Michael Janas | Sean Janas

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 Sean Michael Janas'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®
CFP®

Experience


Current

June 9, 2021 - Present

ALTRUIST FINANCIAL LLC

Office #1: 5833 Perry, Culver City, CA 90232
BD
CRD#: 299274
Culver City, CA
Past

July 13, 2018 - January 30, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

February 13, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past

April 4, 2016 - January 15, 2020

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WALNUT CREEK, CA

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
Alabama
(6/8/2023)
RR
Alaska
(6/8/2023)
RR
Arizona
(6/8/2023)
RR
Arkansas
(6/8/2023)
RR
California
(6/9/2021)
RR
Colorado
(6/8/2023)
RR
Connecticut
(6/8/2023)
RR
Delaware
(6/8/2023)
RR
District of Columbia
(6/8/2023)
RR
Florida
(6/8/2023)
RR
Georgia
(6/8/2023)
RR
Hawaii
(6/8/2023)
RR
Idaho
(6/8/2023)
RR
Illinois
(6/8/2023)
RR
Indiana
(6/8/2023)
RR
Iowa
(6/8/2023)
RR
Kansas
(6/8/2023)
RR
Kentucky
(6/8/2023)
RR
Louisiana
(6/8/2023)
RR
Maine
(6/8/2023)
RR
Maryland
(6/8/2023)
RR
Massachusetts
(6/8/2023)
RR
Michigan
(6/8/2023)
RR
Minnesota
(6/8/2023)
RR
Mississippi
(6/8/2023)
RR
Missouri
(6/8/2023)
RR
Montana
(6/8/2023)
RR
Nebraska
(6/8/2023)
RR
Nevada
(6/8/2023)
RR
New Hampshire
(6/8/2023)
RR
New Jersey
(6/8/2023)
RR
New Mexico
(6/8/2023)
RR
New York
(6/8/2023)
RR
North Carolina
(6/8/2023)
RR
North Dakota
(6/8/2023)
RR
Ohio
(6/8/2023)
RR
Oklahoma
(6/8/2023)
RR
Oregon
(6/8/2023)
RR
Pennsylvania
(6/8/2023)
RR
Puerto Rico
(6/8/2023)
RR
Rhode Island
(6/8/2023)
RR
South Carolina
(6/8/2023)
RR
South Dakota
(6/8/2023)
RR
Tennessee
(6/8/2023)
RR
Texas
(6/8/2023)
RR
Utah
(6/8/2023)
RR
Vermont
(6/8/2023)
RR
Virgin Islands
(6/8/2023)
RR
Virginia
(6/8/2023)
RR
Washington
(6/8/2023)
RR
West Virginia
(6/8/2023)
RR
Wisconsin
(6/8/2023)
RR
Wyoming
(6/8/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/3/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AF
ALTRUIST FINANCIAL LLC
ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: , 8-70244

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


Main Address
3030 S La Cienega Blvd, Culver City, CA 90232
Mailing Address
3030 S La Cienega Blvd, Culver City, CA 90232
Phone number
(888) 510-4660
Established
Delaware since 10/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
ALTRUIST CORPMEMBER
BAHADORI, MAZI [NMN]CEO AND CCO5749453
GERINGER, JASONFINOP5781274
JUNKER, DAVID JSENIOR DIRECTOR OF CLEARING OPERATIONS (POO)6073985
MENNOW, ROBERT ALLISONHEAD OF ADVISOR OPERATIONS3070390
WARNER, WESLEY DEESENIOR DIRECTOR OF ADVISOR OPERATIONS5584384

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


ALTRUIST FINANCIAL LLC

CRD#: 299274Culver City, CA 90232

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