Jose L. Martin

LIFECRAFT WEALTH MANAGEMENT

SUNRISE, FL 33325

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CRD#: 4630445

Professional summary

Jose Luis Martin, CFP® is a registered financial advisor currently at LIFECRAFT WEALTH MANAGEMENT located in Sunrise, Florida.

Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jose has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Licensed Insurance Agent; Not investment-related; 480 Sawgrass Corporate Parkway, Suite 110, Sunrise, FL, 33325; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Luis 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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

May 20, 2024 - Present

LIFECRAFT WEALTH MANAGEMENT

Office #1: 480 Sawgrass Corporate Parkway, Suite 110, Sunrise, FL 33325

RIA

CRD#: 329797

SUNRISE, FL

Past

July 12, 2013 - April 29, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

SUNRISE, FL

Past

July 1, 2013 - April 29, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

SUNRISE, FL

Past

January 25, 2006 - July 5, 2013

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

PLANTATION, FL

Past

January 6, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

FORT LAUDERDALE, FL

Past

January 6, 2006 - July 5, 2013

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

PLANTATION, FL

Past

April 7, 2004 - January 6, 2006

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

FT. LAUDERDALE, FL

Past

February 11, 2003 - January 6, 2006

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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
(5/20/2024)

IAR

Texas
(5/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/14/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/11/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/12/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/10/2003

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/11/2015

General Securities Principal Examination

Current Firm

LIFECRAFT WEALTH MANAGEMENT

LIFECRAFT WEALTH MANAGEMENT | LIFECRAFT, LLC

CRD#: 329797 / SEC#:

Florida

Registered Investment Advisory firm - (5/20/2024 Approved)

Texas

Registered Investment Advisory firm - (5/22/2024 Conditional Restricted)

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Contact information

Main Address

480 Sawgrass Corporate Parkway, Suite 110, Sunrise, FL 33325

Mailing Address

Phone number

(954) 384-5292

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	306
AUM (Assets Under Management)	$ 51,023,093

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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Advisor Monitoring

Firm Stability Insights

Jose L. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Luis Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/14/2006

Series 65

Date: 11/11/2003

SIE

Date: 10/1/2018

Series 7

Date: 7/12/2004

Series 6

Date: 2/10/2003

Series 24

Date: 6/11/2015

Current Firm

LIFECRAFT WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFECRAFT WEALTH MANAGEMENT

TRUST BUT VERIFY

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