Jeffrey John Martin Mr.
Professional Summary
Jeffrey John Martin MR., who also goes by Jeffrey John Martin, is a registered financial advisor currently at PETERS & CO. EQUITIES INC.. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2004. Jeffrey has worked at 1 firm and has passed the SIE, Series 87, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey John Martin
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
PETERS & CO. EQUITIES INC.
Contact Information
Main Address
2300 Jamieson Place 308 Fourth Avenue Sw, Calgary, Ab, T2P 0H7Mailing Address
2300 Jamieson Place 308 Fourth Avenue Sw, Calgary, Ab, T2P 0H7Phone Number
(403) 261-4850Firm Type
CorporationFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (33 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PETERS & CO. LIMITED | PARENT COMPANY | — |
| DRISCOLL, ANN MARLENE | CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER | 5930722 |
| HARRIS, DEVON BRENDON | PRINCIPAL OPERATIONS OFFICER | 6540266 |
| MARCOTTE, BRADLEY WILLIAM | MANAGING DIRECTOR, INSTITUTIONAL SALES | 6579235 |
| MARTIN, JEFFREY JOHN MR. | EXECUTIVE VICE PRESIDENT AND MANAGING DIRECTOR | 4795286 |
| OLIVER, STEPHEN | CHIEF COMPLIANCE OFFICER | 8061893 |
| PLEWES, CAMERON EVAN | PRESIDENT | 5853073 |
| POTTER, CHRISTOPHER STEPHEN MR. | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | 4730261 |
| REARDON, TYLER JAMES | MANAGING DIRECTOR, RESEARCH | 5620339 |
| SCOTT, ROBIN STUART | MANAGING DIRECTOR, TRADING | 4058331 |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Dec 2004About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey John Martin MR.'s CRS (Customer Relationship Summary).
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