Jeffrey Martin, financial advisor Bellefontaine OH
87 score

Jeffrey Martin

CRD Number: 2008956
Current Firm: Ameriprise Financial Services, Inc.

Jeffrey Martin (CRD# 2008956) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Bellefontaine, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
American Express Financial Advisors Inc. Lima, OH Nov 1989 - Current 27
Ids Life Insurance Company Lima, OH Nov 1989 - Current 27

Jeffrey Martin has no recent exams reported.
Contact Info for Jeffrey A. Martin
Phone Number: 612-671-3131
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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