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Jason Mearl Main

Mdrn Capital

Rockford, MI

Annapolis, MD

CRD 5053640

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Employer firm

Mdrn Capital CRD 325950

$339M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Mdrn Capital

1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-13
  • MI RA
    APPROVED
    Since 2025-01-13

Branch Locations

Rockford, MI • United States

1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Grill 111 Rockford MI 03/2016 Present
Huntington Financial Advisors Rockford MI 06/2020 04/2023
Mdrn Capital, Llc Rockford MI 08/2024 Present
Jpmorgan Chase Grand Rapids MI 10/2009 02/2017
The Huntington Investment Company Rockford MI 03/2017 04/2023
J.P. Morgan Securities Llc Grand Rapids MI 10/2012 03/2017
  • 03/2016 → Present
    Grill 111
    Rockford, MI
  • 06/2020 → 04/2023
    Huntington Financial Advisors
    Rockford, MI
  • 08/2024 → Present
    Mdrn Capital, Llc
    Rockford, MI
  • 10/2009 → 02/2017
    Jpmorgan Chase
    Grand Rapids, MI
  • 03/2017 → 04/2023
    Rockford, MI
  • 10/2012 → 03/2017
    J.P. Morgan Securities Llc
    Grand Rapids, MI
Previous Registrations
Other Businesses

1) Grill 111; Not investment-related; 111 Courtland, Rockford, MI. 49341; Restaurant; Server; Start date: 03/2016; Serving and bartending; Approx. 5% of time during the month. 2) Licensed insurance agent; Not investment-related; Rockford, MI. 49341; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-05
S63 Uniform Securities Agent State Law Examination 2006-01-12
  • S65 Uniform Investment Adviser Law Examination
    2020-06-05
  • S63 Uniform Securities Agent State Law Examination
    2006-01-12

View on SEC IAPD

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