Judson Mallini has held the title Member at Mallini Complete Financial Planning since August 2015, is a control person of the firm and directly owns between 25% and 50% of it. Judson Mallini studied at The University of Alabama.
Mallini Complete Financial Planning LLC is a Gainesville, FL firm with $176M under management, 187 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Jud Mallini is Financial Planner of Together Planning, based in Gainesville, Florida. He and his family are the founders of the firm. Mallini joined Prudential Financial in 2006 and became a financial planner, and in 2015 he decided to launch a Registered Investment Advisory firm.
Judson Mallini’s longest registration is the current one, 11 years at Mallini Complete Financial Planning since 2015. Before joining Mallini Complete Financial Planning in 2015, Judson Mallini was registered through Prudential Financial Planning Services.
- Together PlanningCurrent– present · 11 yearsJacksonville, FL · Adviser representative · Firm CRD 175341
- Prudential Financial Planning Services– · 8 yearsJacksonville, FL · Adviser representative · Firm CRD 5685
Professional designations
Listed by Mallini Complete Financial Planning
- CFP®
Investment adviser representative registrations
Judson Mallini is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from August 2015; the most recent is Texas, in June 2019.
- AlabamaSince 16 September 2016
- FloridaSince 31 August 2015
- GeorgiaSince 15 July 2016
- North CarolinaSince 4 May 2017
- TexasResidentSince 4 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 10 September 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 August 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 July 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 June 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Judson Thomas Mallini
- CRD
- 5164003
- Firm
- Mallini Complete Financial Planning · CRD 175341
- Role
- Member
- Office
- 6821 Southpoint Drive N, Suite 118, Jacksonville, FL 32216
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- togetherplanning.com
Where does Judson Mallini work?
Judson Mallini has held the title Member at Mallini Complete Financial Planning LLC since August 2015, and is a control person of the firm.
Is Judson Mallini a financial advisor?
Yes. Judson Mallini has a current investment-adviser registration in Alabama, Florida, Georgia, North Carolina and Texas, through Mallini Complete Financial Planning since August 2015.
How many years of experience does Judson Mallini have?
Judson Mallini has 20 years in the financial industry, since October 2006, across 2 adviser firms.
What exams has Judson Mallini passed?
Judson Mallini has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in June 2006. FINRA credited Judson Mallini with the SIE, which began in October 2018.
Where did Judson Mallini work before Mallini Complete Financial Planning?
Before Mallini Complete Financial Planning, Judson Mallini was registered through Prudential Financial Planning Services, October 2006 to August 2015.
Where is Judson Mallini based?
Judson Mallini’s registered office is in Jacksonville, FL.
Is Judson Mallini registered with FINRA?
No. Judson Mallini has no current broker registration.
Is Judson Mallini a CFP?
Mallini Complete Financial Planning lists Judson Mallini with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Judson Mallini’s record?
Search CRD 5164003 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Judson Mallini’s full registration record.
