John Malcolm Mullis

Employer firm

Amj Financial Wealth Management LLC CRD 162878

$482M regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2012 → Present
  Amj Financial Wealth Management Llc
  Ashburn, VA

Previous Registrations

• 2012-06-01 → 2018-09-14
  Amj Financial Wealth Management Llc
  Leesburg, VA
• 2007-08-31 → 2012-05-03
  Lpl Financial Llc
  Herndon, VA
  Richmond, VA
  Ashburn, VA
• 2006-11-29 → 2007-08-31
  Kalos Management
  Ponte Vedra Beach, FL

Other Businesses

1. SELF EMPLOYED WORKING UNDER DBA "AMJ FINANCIAL LLC." SELLS FIXED ANNUITIES, APPROX 4 HOURS PER WEEK, EARNING ABOUT $50K/YR OFF COMMISSIONS - APPROVED 8/31/07. 2. 09/26/2007 - TOOK AN EARLY RETIREMENT FROM CROWN LIFE AND BECAME THE MANAGING GA FOR THE BOOK OF BUSINESS. SELL FIXED ANNUITIES ONLY. MORTGAGE BROKERAGE SERVICES 3. 03/12/2009 / NON-VARIABLE INSURANCE / AGENT FOR NORTH AMERICAN COMPANY FOR LIFE & HEALTH INSURANCE / NORTH AMERICAN / HERNDEN, VA / 1% OF TIME.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-28
• S63 Uniform Securities Agent State Law Examination
  1998-07-16