Jeffrey MartinCRD Number: 1803190
Current Firm: Raymond James Financial Services Advisors, Inc.
Jeffrey Martin (CRD# 1803190) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roswell, NM and has over 28 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Raymond James Financial Services Advisors, Inc.||Roswell, NM||Jan 2009 - Current||8|
|Martin Financial Services, LLC||Roswell, NM||Jan 2009 - Current||8|
|Raymond James Financial Services||Roswell, NM||Nov 2008 - Current||8|
|Banc Of America Investment Services, Inc.||Roswell, NM||Aug 2005 - Nov 2008||3|
|Banc Of America Insurance Services, Inc.||Roswell, NM||Aug 2005 - Nov 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
|S65||NASAA Investment Advisors Law Examination||Dec 2000|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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