Jason Martin, financial advisor Sacramento CA
93 score

Jason Martin

CRD Number: 4567691
Current Firm: Comerica Securities

Jason Martin (CRD# 4567691) is an Investment Advisor Representative working at Comerica Securities in Sacramento, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Comerica Securities, Inc. Sacramento, CA Jan 2016 - Current < 1
Lpl Financial Charlotte, NC Jul 2013 - Jan 2016 2
Mechanics Bank Walnut Creek, CA Jul 2013 - Jan 2016 2
Wells Fargo Advisors Financial Network LLC Granite Bay, CA Apr 2010 - Jun 2013 3
Waddell & Reed, Inc. Sacramento, CA Dec 2008 - Apr 2010 1
Various Insurance Carriers For W&r Insurance Agencies, I Nc. Rancho Cordova, CA Dec 2008 - Apr 2010 1
Traveling Rancho Cordova, CA Aug 2008 - Nov 2008 < 1
Claymore Securities Lisle, IL Sep 2007 - Aug 2008 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville, CA Oct 2005 - Sep 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Jason W. Martin
Phone Number: 313-222-7402
Firm Website: https://www.comerica.com
Registered State(s):
  • CA
  • MA
  • NV
By the Numbers
  • Total Assets Under Management
    920
    MILLIONS
  • Total Number of Accounts
    2,261
    ACCOUNTS
  • Average Account Value
    $406,914
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
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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