Jeffrey Martin (CRD# 5139022) is an Investment Advisor Representative working at Wealth Watch Advisors, Inc. in Chandler, AZ and has over 17 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Watch Advisors | Englewood, CO | Jul 2018 - Current | 5 |
| Simplicity Financial Marketing | Scottsdale, AZ | Jan 2018 - Jun 2018 | < 1 |
| Horter Financial Strategies | Cincinnati, OH | Jan 2017 - Nov 2017 | < 1 |
| Horter Investment Management | Cincinnati, OH | Sep 2016 - Nov 2017 | 1 |
| Tcm Securities,inc | Woodstock, GA | Sep 2015 - Sep 2016 | 1 |
| Triumph Wealth Advisors | Woodstock, GA | Sep 2015 - Aug 2016 | < 1 |
| Talon Wealth Management | Jacksonville, FL | Sep 2015 - Jun 2016 | < 1 |
| Epic Financial | Naples/jacksonville, FL | Jul 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management348MILLIONS
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Total Number of Accounts3,061ACCOUNTS
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Average Account Value$113,838
- A percentage of assets under your management
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