AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JM

Jackie N. Martin

TLG ADVISORS
Encino, CA 91436
Some features on this profile are disabled
CRD#: 4682033
JM

Professional summary

Jackie N Martin, who also goes by Jackie Nicole Boersma, Jackie N Boersma, Jackie Nicole Chidister, Jackie N Chidister, Jackie Nicole Fry, Jackie N Fry, Jackie N Martin, Jackie N Meyer, Jackie Nicole Meyer, is a registered financial advisor currently at TLG ADVISORS, INC. located in Encino, California and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Jackie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jackie has worked at 9 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jackie Nicole Boersma | Jackie N Boersma | Jackie Nicole Chidister | Jackie N Chidister | Jackie Nicole Fry | Jackie N Fry | Jackie N Martin | Jackie N Meyer | Jackie Nicole Meyer

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.
1.) MIDWOOD FINANCIAL - 7/3/2022 - 16133 Ventura Blvd, Suite 700 Encino, CA 91436 - Trainer, Facilitating Training Classes, Not Invt Rel, Insurance business, 40 hrs/mo; 0 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 7/27/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) PRETTYNPOLISHED - 3/27/2025 - 11599 N. VENETIAN WAY, Cromwell, IN 46732 - Sole Proprietorship of this LLC, Reselling clothes and cosmetics etc., 20 hrs/mo; 0 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackie N Martin's CRS (Customer Relationship Summary).
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

July 27, 2022 - Present

TLG ADVISORS, INC.

Office #1: 16133 Ventura Blvd, Suite 700, Encino, CA 91436
RIA
CRD#: 111052
Encino, CA
Current

July 27, 2022 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

February 11, 2019 - July 6, 2022

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
FORT WAYNE, IN
Past

February 11, 2019 - July 6, 2022

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
FORT WAYNE, IN
Past

August 7, 2018 - January 23, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
ELKHART, IN
Past

August 7, 2018 - January 23, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
ELKHART, IN
Past

January 28, 2013 - August 30, 2018

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
FT. WAYNE, IN
Past

January 28, 2013 - August 30, 2018

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
FT. WAYNE, IN
Past

March 18, 2011 - January 9, 2013

OSAIC FA, INC.

RIA
CRD#: 3978
FORT WAYNE, IN
Past

March 18, 2011 - January 9, 2013

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

February 4, 2010 - February 25, 2011

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
FORT WAYNE, IN
Past

February 4, 2010 - February 25, 2011

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
FORT WAYNE, IN
Past

November 13, 2009 - January 11, 2010

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
FORT WAYNE, IN
Past

November 13, 2009 - January 11, 2010

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
FORT WAYNE, IN
Past

October 28, 2009 - November 13, 2009

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
FORT WAYNE, IN
Past

September 21, 2009 - November 13, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
FORT WAYNE, IN
Past

September 24, 2004 - August 17, 2009

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
FORT WAYNE, IN
Past

October 29, 2003 - November 11, 2003

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP

CRD#: 111052 / SEC#: 801-60458

RIA
Registered Investment Advisory firm - (8/6/2001 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(7/27/2022)
IAR
Indiana
(7/27/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/27/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/26/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/17/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/28/2003
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/24/2011
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/3/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP

CRD#: 111052 / SEC#: 801-60458

RIA
Registered Investment Advisory firm - (8/6/2001 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
Phone number
(888) 371-0013
Established
Firm type
Fiscal year end
# of Employees
280

SEC notice filing (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TLG ADVISORS FORM ADV BROCHURE 2025 (3/30/2025)

Regulatory assets under management

Total Number of Accounts6,331
AUM (Assets Under Management)$ 1,948,103,893

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.

Company Information

TLG ADVISORS, INC.

CRD#: 111052Encino, CA 91436

TRUST BUT VERIFY

Monitor Jackie Martin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jon Derek Neuhaus
Jon NeuhausAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
El Segundo, CA
John Tanner Powell
John PowellAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Los Angeles, CA
Danielle Purcell Barrios
Danielle BarriosAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Beverly Hills, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.