Jimmy Mallinson

Jimmy helps individuals and families work toward their long-term financial goals with clarity and confidence. His work focuses on retirement planning, college planning, and helping clients make informed decisions about their financial future. He holds the SIE, Series 7, and Series 66 licenses, along with Variable Life, Accident, and Health insurance licenses.

Before joining Menna Wealth Planning Group, Jimmy built a strong background in digital marketing, communications, and client service across a wide range of industries, including financial services. That experience strengthened his ability to communicate clearly, stay organized, and pay close attention to the details that matter most when helping clients.

He earned his MBA from LIU Post and his bachelor’s degree in psychology from Stony Brook University. Outside of the office, Jimmy enjoys spending time with his wife, Jackie, and their children. He values family, relationships, and the opportunity to help others feel more prepared about their financial lives.