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John Malcolm Mullis

AMJ Financial Wealth Management LLC

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About John Malcolm Mullis

John Mullis is a financial advisor working with AMJ Financial Wealth Management LLC. John has been in the industry for over 15 years and has a wide range of experience in the financial services industry. John is registered with the state of Virginia and has passed the Series 6, 7, and 66 exams. The firm works with individuals, businesses, and trusts, and offers financial planning, investment management, and retirement planning services.

Firm Information

John Mullis is currently registered with AMJ Financial Wealth Management LLC. AMJ Financial Wealth Management LLC is a registered investment advisor based in Leesburg, VA, with over 1500 client accounts and $334 million in assets under management. The firm offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. AMJ Financial Wealth Management LLC serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
AMJ Financial Wealth Management LLC

44160 SCHOLAR PLAZA

LEESBURG, VA 20176

$334.60M

Assets Under Management

5

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Mullis’s Registration & Firm History

VA

09/27/2018 - Present

AMJ Financial Wealth Management LLC (LEESBURG VA)

VA

08/31/2007 - 05/03/2012

LPL FINANCIAL LLC (ASHBURN VA)

VA

09/22/2006 - 08/31/2007

KALOS CAPITAL, INC. (HERNDON VA)

GA

08/24/2000 - 12/31/2000

CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)

MA

05/29/1998 - 06/15/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

PA

01/01/1995 - 12/31/1996

SEI FINANCIAL SERVICES COMPANY (OAKS PA)

NA

08/25/1992 - 11/29/1993

C.A.L. INVESTMENT SERVICES INC. (SASKATCHEWAN S4P 3B1 )

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Licenses & Designations

BOTH

Issued 11/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/21/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Malcolm Mullis.
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