James Martin (CRD# 7482778) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jackson, TN and has over 2 years of experience in the finance industry.
CRD# 6838183
Edward Jones
CRD# 3051
Thoroughbred Financial Services, LLC
CRD# 5269962
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jim Martin's Insurance Agency | Jackson, TN | Feb 2024 - Current | < 1 |
| State Farm Investment Management Corp | Jackson, TN | Feb 2024 - Current | < 1 |
| State Farm Vp Management Corp | Jackson, TN | Feb 2024 - Current | < 1 |
| State Farm Investment Management Corp | Trenton, TN | Oct 2023 - Feb 2024 | < 1 |
| State Farm Insurance | Trenton, TN | Sep 2023 - Feb 2024 | < 1 |
| State Farm Vp Management Corp | Trenton, TN | Sep 2023 - Feb 2024 | < 1 |
| State Farm Vp Management Corp | Dyersburg, TN | Dec 2021 - Sep 2023 | 1 |
| Chad Hart Insurance Agency | Dyersburg, TN | Jan 2017 - Sep 2023 | 6 |
| Unemployed | Trenton, TN | Jun 2016 - Jan 2017 | < 1 |
| Freedom 55 Financial | Pickering, | Sep 2015 - Jun 2016 | < 1 |
| Quadrus Investment Services | Pickering, | Sep 2015 - Jun 2016 | < 1 |
| Unemployed | Ajax, | May 2015 - Sep 2015 | < 1 |
| Union University | Jackson, TN | Aug 2010 - May 2015 | 4 |
| Scotiabank | Toronto, | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- MS
- TN
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.