John Dallas Mahshie
Investment adviser representative at Mpm Advisors Group LLC
16 yearsExperience
2 statesRegistered in
$116.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Mpm Advisors Group LLCOct 2024 to now
- Ibn Financial Services, Inc.Dec 2011 to now
- Independent Insurance AgentAug 2011 to now
- Lifemark Securities Corp.Jul 2010 to now
- Bonefish GrillApr 2010 to now
- Ilarios TrattoriaJan 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Mpm Advisors Group LLC
$116.1MAssets managed
177Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5824305
- Firm CRD
- 335595