Mitchell Mallinak

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2022 → Present
  Jpmorgan Chase Bank, Na
  Chicago, IL
• 06/2022 → Present
  Jpmorgan Securities Llc
  Chicago, IL
• 02/2021 → 04/2022
  Wells Fargo
  Tempe, AZ
• 07/2020 → 02/2021
  Bank Of America Merrill Lynch
  Chandler, AZ
• 07/2019 → 03/2020
  Powercrunch
  Tempe, AZ
• 05/2019 → 07/2019
  Topup Consultants
  London
• 01/2019 → 05/2019
  Currency
  Scottsdale, AZ
• 05/2018 → 09/2018
  Dixon Golf
  Scottsdale, AZ
• 05/2018 → 08/2018
  Currency Capital
  Scottsdale, AZ
• 08/2016 → 05/2020
  Arizona State University
  Tempe, AZ
• 06/2020 → 06/2020
  Unemployed
  Scottsdale, AZ
• 05/2022 → 05/2022
  Unemployed
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-12
• S63 Uniform Securities Agent State Law Examination
  2022-08-02

Other Names

• Mitchell A Mallinak
• Mitchell Adam Mallinak