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MJ

Mark A. Jares

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CRD#: 708198
MJ

Professional summary


Being a previously registered professional could mean that this person 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.

Mark Anthony Jares, who also goes by Mark A Jares, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1980. Mark had worked at 12 firms and has passed the Series 63, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark A Jares

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)


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

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


Past

May 26, 2005 - February 6, 2014

OAKWOOD CAPITAL SECURITIES, INC.

BD
CRD#: 21000
MAPLE GROVE, MN
Past

January 6, 2003 - May 13, 2005

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

February 8, 2000 - November 20, 2002

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

September 16, 1998 - December 31, 1999

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

January 15, 1996 - August 18, 1998

CAPITAL MANAGEMENT SECURITIES, INC.

BD
CRD#: 10579
MINNEAPOLIS, MN
Past

March 30, 1993 - December 7, 1995

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

July 7, 1992 - December 31, 1992

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
ST. PETERSBURG, FL
Past

June 14, 1990 - June 30, 1992

CAPITAL MANAGEMENT SECURITIES, INC.

BD
CRD#: 10579
MINNEAPOLIS, MN
Past

November 22, 1989 - June 12, 1990

AEGIS INVESTMENTS, INC.

BD
CRD#: 16033
ST LOUIS PARK, MN
Past

January 25, 1988 - November 16, 1989

CREATIVE EQUITY RESOURCES, INC.

BD
CRD#: 8190
MINNEAPOLIS, MN
Past

February 5, 1985 - December 31, 1987

PRINCETON AMERICAN EQUITIES CORPORATION

BD
CRD#: 14491
Past

January 31, 1985 - April 14, 1986

SBL PLANNING, INC.

BD
CRD#: 4315
Past

September 26, 1984 - April 10, 1986

SECURITY DISTRIBUTORS

BD
CRD#: 3336
Past

May 6, 1980 - May 7, 1985

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/23/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/24/1980
Registered Representative Examination

Current Firm


OC
OAKWOOD CAPITAL SECURITIES, INC.
GARDNER FINANCIAL SERVICES, INC. | OAKWOOD CAPITAL SECURITIES, INC.

CRD#: 21000 / SEC#: , 8-38631

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


Main Address
600 Highway 169 South Suite 1410, St. Louis Park, MN 55426
Mailing Address
600 Highway 169 South Suite 1410, St. Louis Park, MN 55426
Phone number
(952) 935-4601
Established
Minnesota since 05/11/1987
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (51 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#
OAKWOOD CAPITAL SECURITIES, LLCOWNER
BASKETT, ERINFINOP, PFO, POO4538604
KING, BRANDON DOUGLASVICE PRESIDENT6371003
KING, DOUGLAS STEPHANPRESIDENT, CHIEF COMPLIANCE OFFICER1375683
KING, JASON THOMASVICE PRESIDENT6343030

Disclosures


Regulatory Event1
Bond1

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


OAKWOOD CAPITAL SECURITIES, INC.

CRD#: 21000

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