JZ
Jan I. Zenner
MCNALLY FINANCIAL SERVICES
Fredericksburg, TX
Some features on this profile are disabled
CRD#: 846577
JZ
Professional summary
Jan I Zenner, who also goes by Jan Irene Gordon, Jan Straight Gordon, Jan Gordon Mariakis, Jan Irene Mariakis, Jan Irene Mariakis Zenner, Jan I Straight, Jan Straight, Jan Irene Straightgordon, Jan Irene Vandercook, Jan Mariakis Zenner, is a registered financial advisor currently at MCNALLY FINANCIAL SERVICES CORPORATION located in Fredericksburg, Texas.
Jan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1977. Jan has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jan Irene Gordon | Jan Straight Gordon | Jan Gordon Mariakis | Jan Irene Mariakis | Jan Irene Mariakis Zenner | Jan I Straight | Jan Straight | Jan Irene Straightgordon | Jan Irene Vandercook | Jan Mariakis Zenner
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.
MANAGE 3 RENTAL PROPERTIES IN HARPER FOR FRIEND IN CA. HAVE POWER OF ATTORNEY TO COLLECT RENTS, PAY BILLS, IMPROVE OR REPAIR PROPERTIES AND SELL IF A VIABLE OFFER IS MADE. TAKE COURT ACTION WHEN REQUIRED TO COLLECT RENT OR DAMAGES. LITTLE INTERFERENCE WITH TRADING HOURS SINCE I TAKE MY CELL WITH ME AND CAN DO WORK WITH LAPTOP OUT OF THE OFFICE. HOURS VARY FROM 2 TO 10 HOURS PER MONTH. MOST IS DONE BY MY ASSISTANT AND TENANT DEBBIE SANDER.
PROPERTY OWNER IS:
DEAN TONDER
685 S. RIDGEMARK DR.
HOLISTER, CA. 95023
RES. PHONE 831.313.0405 CELL 831.902.4541
HAVE BEEN DOING THIS SINCE LATE 2003. TFA SANCTIONED IT. MY COMP. IS 10% OF RENTS PER YEAR. HAVE NOT ISSUED A 1099 FOR 2011 DUE TO LOSS OF REVENUE. WHEN ALL ARE RENTED MY 1099 IS ABOUT $2500. NO CLIENT INVOLVEMENT.
JNJ RANCH DBA FOR JAN ZENNER
BREADING AND SALE OF GOATS. SOLE PROPRIETOR SINCE 2002
ENABLES DEDUCTIONS OF FEED, IMPROVEMENTS AND REPAIRS FOR RANCH. ALWAYS A LOSS OF ABOUT $10,000 PER CALENDAR YEAR. SPEND A TOTAL OF 1 HOUR PER DAY FOR FEEDING. SPEND THE WEEKENDS WORKING THE RANCH AS THERAPY AND A HOBBY. OTHER THAN A VET EMERGENCY LITTLE TO NO IMPACT ON TRADING TIME. NO CLIENT INVOLVEMENT.
LEAD SINGER FOR" RAGGEDY CATS" A 40'S 50'S BAND
MANGER IS HORST KLAUSER 830 990 4314
FREDERICKSBURG TX
REHEARSE 2 HOURS A WEEK ON WEDS. AM. I TAKE MY CELL PHONE WITH ME TO TAKE CALLS IF NEEDED AT THAT TIME. THE OTHER GUYS ARE RETIRED. WE SING ON WEEKENDS MOSTLY FROM END OF MARCH THROUGH XMAS IF WE DON'T HAVE OTHER GIGS AT THE WILD SEED FARM EAST OF FREDERICKSBURG, HIGHWAY 290 ON SATURDAYS 1-5. WE ALSO HAVE OUR EVENTS POSTED IN THE FREDERICKSBURG STANDARD ENTERTAINMENT SECTION. IN 2011 MY 1099 WAS $1000. PAY IS USUALLY $40 -60 PER GIG DEPENDING ON THE SPONSOR. LOTS OF FRIENDS AND CLIENTS COME TO HEAR US. YOU DO THIS OUT OF PASSION FOR MUSIC.
SPOILED DOVES OF TEXAS
I BELONG TO A GROUP OF CRAZY WOMEN WHO DRESS UP AS SALOON GIRLS AND GO TO DIFFERENT WESTERN EVENT TO BRING SOME AMBIANCE TO THE FOLKS. USUALLY THERE IS A BAND OF GUNFIGHTERS TOO. IF WE ARE PAID IT MAY BE $50 WHICH COVERS GAS. MOST ACCOMMODATION ARE FREE SINCE WE PROMOTE THE RANCH. NO CLIENT INVOLVEMENT UNLESS THEY ARE ATTENDING THE EVENT ON THEIR OWN.
LIFE INSURANCE SALES
I SELL LIFE, DISABILITY AND FIXED ANNUITIES USING VARIOUS COMPANIES. I USE MY DBA FISCAL DESIGN FOR ALL CLIENT CORRESPONDENCE. I HAVE BEEN SELLING LIFE INSURANCE SINCE 9/15/1975. THE REVENUE AND TIME SPENT VARIES DEPENDING ON CLIENT NEEDS.
College financial planning through 123college.com and sold under the DBA fiscal
design. Start date is 6/20/2016 and is somewhat investment related. Address of the business is online and at the RR's current office. Nature of the business is to conduct FINRA approved presentations to educate parents on college preparation and funding. 5% of the day would be devoted to this OBA and more when presentations are put together. This would be done during trading hours. Duties include presenting FINRA approved presentations to parents and teachers regarding financial college preparation.
Cliffhanger Films and Silver Screens unknown - book keeper - non-investment related. Address is her personal residence. Create written and visual entertainment for stage and television documentaries - 20% owner - unk hours and will be during non trading hours - start date is August 9 2019.
CRS (Client Relationship Summary) - RIA
Click below to view Jan I Zenner's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jan I Zenner'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®
NoneExperience
Current
April 3, 2012 - Present
MCNALLY FINANCIAL SERVICES CORPORATION
RIA
BD
CRD#: 121196
Fredericksburg, TX
Current
April 16, 2012 - Present
MCNALLY FINANCIAL SERVICES CORPORATION
Office #1: 16414 San Pedro Suite 930, San Antonio, TX 78232RIA
BD
CRD#: 121196
San Antonio, TX
Past
September 4, 2009 - December 6, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
HARPER, TX
Past
September 4, 2009 - December 6, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
HARPER, TX
Past
January 27, 1999 - September 4, 2009
TRANSAMERICA FINANCIAL ADVISORS, INC.
RIA
CRD#: 3600
HARPER, TX
Past
May 13, 1987 - July 31, 1995
TRANSAMERICA SECURITIES SALES CORPORATION
BD
CRD#: 17970
LOS ANGELES, CA
Past
May 13, 1987 - September 4, 2009
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
HARPER, TX
Past
May 7, 1985 - May 2, 1987
FINANCIAL PLANNERS EQUITY CORPORATION
BD
CRD#: 7420
Past
September 20, 1982 - April 10, 1985
NEW ENGLAND SECURITIES
BD
CRD#: 615
Past
December 14, 1977 - May 14, 1985
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
Past
December 14, 1977 - May 14, 1985
OSAIC FA, INC.
BD
CRD#: 3978
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.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
Arizona(2/11/2021)
IAR
California(4/3/2012)
RR
California(4/17/2012)
RR
Nevada(1/26/2016)
IAR
Nevada(9/8/2020)
RR
Oregon(8/14/2013)
RR
South Carolina(9/15/2022)
RR
Texas(4/19/2012)
IAR
Texas(4/19/2012)
RR
Washington(4/20/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/4/1977
Registered Representative ExaminationPrincipal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MF
MCNALLY FINANCIAL SERVICES CORPORATION
MCNALLY FINANCIAL SERVICES CORPORATION
CRD#: 121196 / SEC#: , 8-65388
California
Registered Investment Advisory firm - SEC (11/9/2009 Approved)Florida
Registered Investment Advisory firm - SEC (3/4/2016 Approved)Nevada
Registered Investment Advisory firm - SEC (8/27/2014 Approved)North Carolina
Registered Investment Advisory firm - SEC (10/10/2022 Approved)Texas
Registered Investment Advisory firm - SEC (8/20/2007 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
16414 San Pedro Suite 930, San Antonio, TX 78232-5185
Mailing Address
P.o. Box 701928, San Antonio, TX 78270-1928
Phone number
(210) 545-7080
Established
Texas since 04/11/2002
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
29
FINRA licenses (43 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MCNALLY, DAVID DORN | CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER | 839798 |
Regulatory assets under management
| Total Number of Accounts | 142 |
| AUM (Assets Under Management) | $ 25,149,615 |
Disclosures
| Regulatory Event | 5 |
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.
