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JM

John R. Mull

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CRD#: 852119
JM

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.

John Roger Mull, who also goes by J. Roger Mull, Roger Mull, was a registered financial advisor .

John is a previously registered financial advisor and started their career in finance in 1978. John had worked at 13 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


J. Roger Mull | Roger Mull

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

July 10, 2008 - April 6, 2009

MONTANA PLANNING GROUP, LLC

RIA
CRD#: 147121
MISSOULA, MT
Past

October 17, 2007 - May 15, 2008

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
MISSOULA, MT
Past

January 30, 2007 - June 1, 2007

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
PAWLEY'S ISLAND, SC
Past

December 13, 2006 - June 1, 2007

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
PAWLEY'S ISLAND, SC
Past

March 28, 2005 - December 19, 2006

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
PAWLEYS ISLAND, SC
Past

August 12, 2003 - March 28, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA
CRD#: 39543
PAWLEYS ISLAND, SC
Past

August 1, 2003 - December 19, 2006

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
PAWLEYS ISLAND, SC
Past

May 12, 1998 - August 1, 2003

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

May 15, 1995 - May 4, 1998

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

March 27, 1995 - April 5, 1995

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

July 21, 1988 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
NEW YORK, NY
Past

July 13, 1988 - March 15, 1995

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

January 25, 1985 - July 13, 1988

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

April 21, 1982 - January 24, 1985

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

January 31, 1982 - May 14, 1982

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

August 2, 1979 - May 14, 1982

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

May 11, 1978 - January 3, 1980

ENTERPRISE FUND DISTRIBUTORS, INC.

BD
CRD#: 883

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
IAR
Series 65
Date: 12/23/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/8/1978
Registered Representative Examination
Principal/Supervisory Exam

Current firm


No current employment

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


No current employment

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