Jason Marty, financial advisor Madison WI
89 score

Jason Marty

CRD Number: 6277199
Current Firm: Investment Professionals, LLC

Jason Marty (CRD# 6277199) is an Investment Advisor Representative working at Investment Professionals, LLC in Madison, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Professionals, LLC Fitchburg, WI Feb 2016 - Current 2
Jason D Marty LLC Fitchburg, WI Jun 2008 - Current 9
Packerland Brokerage Services Green Bay, WI Aug 2014 - Feb 2016 1
Thrivent Financial Appleton, WI Jun 2014 - Aug 2014 < 1
Thrivent Investment Management Inc. Madison, WI Jan 2014 - Aug 2014 < 1
Thrivent Financial For Lutherans Appleton, WI Apr 2014 - Jun 2014 < 1
Insurance And Investment Professionals Madison, WI Aug 2006 - Jun 2008 1
Principal Financial Group Milwaukee, WI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Jason D. Marty
Phone Number: (608) 334-9367
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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