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Jerome Arthur Mahalick

Merit Financial Advisors

Alpharetta, GA

Whitefish Bay, WI

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-29
WI RA APPROVED 2025-06-24
  • TX RA
    APPROVED_RES
    Since 2026-01-29
  • WI RA
    APPROVED
    Since 2025-06-24

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

421 E Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217 • 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
Merit Financial Advisors Alpharetta GA 06/2025 Present
Asset Management For Professionals, Inc. Mequon WI 11/1994 06/2025
  • 06/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
  • 11/1994 → 06/2025
    Asset Management For Professionals, Inc.
    Mequon, WI
Previous Registrations
  • 1999-05-21 → 2025-07-31
    Amp Wealth Management
    Mequon, WI
    Whitefish Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-12
  • S65 Uniform Investment Adviser Law Examination
    1994-08-12

View on SEC IAPD

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Other Offices

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NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
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