Jeff Martin, financial advisor Topeka KS
66 score

Jeff Martin

CRD Number: 1435507
Current Firm: Waddell & Reed
Compensation Model: Fee Only
Jeff Martin (CRD# 1435507) is an Investment Advisor Representative working at Waddell & Reed in Topeka, KS and has over 30 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Top Of The Tower Inc. Topeka, KS Apr 2015 - Current 1
Topeka Blues Society Topeka, KS Sep 2014 - Current 2
Various Insurance Carriers Topeka, KS Feb 2002 - Current 14
Waddell & Reed, Inc. Topeka, KS May 2001 - Current 15
Waddell & Reed, Inc Topeka, KS May 2001 - Current 15
Sales & Marketing Executives Of Topeka Topeka, KS Apr 2012 - Jul 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Mar 1986
S26 Investment Company and Variable Contracts Products Principal Examination (IP) Feb 1992
S65 NASAA Investment Advisors Law Examination Dec 1999
S7 General Securities Representative Examination (GS) Oct 2000
S24 General Securities Principal Examination (GP) Aug 2001
S66 NASAA Uniform Combined State Law Examination Oct 2001
Disclosure Information

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:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeff D. Martin
Phone Number: (785) 233-6400
Advisor Website: http://www.topeka.wrfa.com/
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • AK
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WV
  • WI
  • VI
  • HI
  • MA
  • AZ
  • NY
  • OK
  • PR
  • OR
  • TN
  • VT
  • WY
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Firm Disclaimer:

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.

Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.

Investment and Insurance products offered through Waddell & Reed, Inc.: Not FDIC/NCUA Insured • No Bank Guarantee • May Lose Value

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BADGES
66
Verified Page
Data verified by both the advisor and the public regulatory data.

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