Mark Jonathan Mahshie

Ibn Financial Services, INC

43 Years of Experience

3 DisclosuresBroker

View SEC Summary

Ibn Financial Services, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

27 advisors

Number of Clients

768 clients

Average Client Portfolio

$235K average

Assets Under Management

$180.5M

Location

404 Old Liverpool Rd, Liverpool, NY, 13088

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2006

Closed-No Action

Customer Dispute

May 2002

Denied

Customer Dispute

February 2001

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Mpm Advisors Group LLC

October 2025 - Present · 4 mos

Ibn Financial Services, INC

February 2021 - Present · 5 yrs

Ibn Financial Services, INC.Broker

February 2021 - Present · 5 yrs

Previous Registrations

MML Investors Services, LLC

May 2013 - February 2021 · 7 yrs 9 mos

Cadaret, Grant & CO., INC.Broker

August 1985 - November 1987 · 2 yrs 3 mos

Nathan & Lewis Securities, INC.Broker

July 1983 - November 1986 · 3 yrs 4 mos

MML Investors Services, LLCBroker

November 1982 - February 2021 · 38 yrs 3 mos

Massachusetts Mutual Life Insurance CompanyBroker

April 1982 - January 1988 · 5 yrs 9 mos

State Registrations14 states

CACOCTFLGAMANCNJNYORPASCTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.