Mark Malnar

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Gwn Securities, Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2012-06-26 → 2016-04-11
  Cetera Advisors Llc
  Toledo, OH
  Brecksville, OH
• 2007-08-28 → 2012-06-27
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Breckville, OH
  Palm Beach Gardens, FL

Other Businesses

2. JKM FINANCIAL INC, FINANCIAL ADVISORY SERVICES, DBA NAME, PRESIDENT, START 06/14/2007, OFFICE ADDRESS, FEES AND COMMISSIONS LIFE, HEALTH, ACCIDENT INSURANCE, AND ANNUITIES POSITION: RIA NATURE: Assist clients and provide product and services to help meet their financial goals INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2007 ADDRESS: 2821 Woodview Drive, Broadview Heights, OH 44147 DESCRIPTION: Assist clients and provide products and services to help meet their financial goals

Exams

• S66 Uniform Combined State Law Examination
  2007-08-20

Other Names

• Mark Malnar
• Mark Malnar