Jeffrey A. Martin

SAFETY FIRST WEALTH MANAGEMENT

Naples, FL 34109

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CRD#: 4201899

Professional summary

Jeffrey Alan Martin, who also goes by Jeffrey A Martin, is a registered financial advisor currently at SAFETY FIRST WEALTH MANAGEMENT located in Naples, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey A Martin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Self-employed, part time IT Consultant. Licensed insurance agent and has occasional annuity and IUL sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Alan Martin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 20, 2023 - Present

SAFETY FIRST WEALTH MANAGEMENT

Office #1: 3201 Tamiami Trail N. Ste 113, Naples, FL 34109

RIA

CRD#: 326648

Naples, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/20/2023)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/14/2022

Uniform Investment Adviser Law Examination

Current Firm

SAFETY FIRST WEALTH MANAGEMENT

IBIS POINT WEALTH MANAGEMENT | SAFETY FIRST WEALTH MANAGEMENT | IBIS POINT WEALTH MANAGEMENT LLC

CRD#: 326648 / SEC#:

Florida

Registered Investment Advisory firm - (11/14/2025 Termination Requested)

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Contact information

Main Address

3201 Tamiami Trail, N., Ste 113, Naples, FL 34103

Mailing Address

Phone number

(239) 533-0057

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 785,754

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey A. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Alan Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAFETY FIRST WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2022

Current Firm

SAFETY FIRST WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAFETY FIRST WEALTH MANAGEMENT

TRUST BUT VERIFY

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