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Current Employers
The Jm Financial Planning Group, Ltd.

Mundelein, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-06-03
  • IL RA
    APPROVED
    Since 2013-06-03

Branch Locations

Mundelein, IL • 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
OrganizationCityStateFromTo
The J M Financial Planning Group Mundelein IL 04/2013 Present
United Planners' Financial Services Scottsdale AZ 05/2013 Present
The Jm Financial Planning Group Mundelein IL 04/1991 Present
James Malinowski Mundelein IL 04/1991 Present
  • 04/2013 → Present
    The J M Financial Planning Group
    Mundelein, IL
  • 05/2013 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 04/1991 → Present
    The Jm Financial Planning Group
    Mundelein, IL
  • 04/1991 → Present
    James Malinowski
    Mundelein, IL
Previous Registrations
Other Businesses

1.) THE J M FINANCIAL PLANNING GROUP - OWNER - REGISTERED INVESTMENT ADVISOR - MUNDELEIN, IL - SINCE 04/2013 - INVESTMENT RELATED 2.) THE J M FINANCIAL PLANNING GROUP - OWNER - NON-VARIABLE INSURANCE - MUNDELEIN, IL - SINCE 04/1991 - INVESTMENT RELATED 3.) JAMES MALINOWSKI - OWNER - NON-VARIABLE INSURANCE - MUNDELEIN, IL - SINCE 04/1991 - INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-09-05
  • S63 Uniform Securities Agent State Law Examination
    1996-09-05
Designations

View on SEC IAPD

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