Mark John Majka

Current Employers

Mjm Investment Advisors, Inc.

Franklin, MA • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-03-14
MA	RA	APPROVED	2011-07-05

NY RA
APPROVED

Since 2022-03-14
MA RA
APPROVED

Since 2011-07-05

Branch Locations

Franklin, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kastel Capital Advisors, Llc	Wellesley	MA	01/2019	Present
Mjm Investment Advisors, Llc	Franklin	MA	06/2011	Present

01/2019 → Present

Kastel Capital Advisors, Llc

Wellesley, MA
06/2011 → Present

Mjm Investment Advisors, Llc

Franklin, MA

Previous Registrations

2019-01-23 → 2021-10-27

Kastel Capital Advisors, Llc

Wellesley, MA

Other Businesses

Since December 2020, Mark John Majka serves as an outsourced Chief Investment Officer for Pension and Wealth Management Advisors (PWM) of Waltham, MA. PWM is an SEC registered investment advisor located at 800 South Street, Waltham MA 02453. PWM's business is wealth management. Mr. Majka's duties include monitoring global capital markets activities and asset classes and doing investment research. He provides input and recommendations to PWM on model portfolio construction. PWM personnel makes all investment related decisions in conjunction with inputs provided by Mr. Majka. Mr. Majka is not an employee of PWM, has no specific client portfolio management authority or client relationship management responsibilities at PWM, and is not an investment advisor representative of PWM. Mr. Majka spends 20% of his time or 40 hours per month in the OCIO role for PWM.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-09-20

S63 Uniform Securities Agent State Law Examination

1996-09-20

Designations

View on SEC IAPD