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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.

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JM

Jeffrey K. Martin

WEALTH WATCH ADVISORS
Chandler, AZ
Some features on this profile are disabled
CRD#: 5139022
JM

Professional summary

Jeffrey Keegan Martin, who also goes by Jeff Keegan Martin, is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Chandler, Arizona.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeffrey has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeff Keegan 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Keegan 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 20, 2018 - Present

WEALTH WATCH ADVISORS, INC

RIA
CRD#: 172002
Chandler, AZ
Past

September 6, 2016 - November 7, 2017

HORTER INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 119880
CINCINNATI, OH
Past

December 21, 2015 - September 2, 2016

TRIUMPH WEALTH ADVISORS, INC.

RIA
CRD#: 153175
JACKSONVILLE, FL
Past

October 12, 2015 - September 2, 2016

TAYLOR CAPITAL MANAGEMENT INC.

BD
CRD#: 43559
Jacksonville, FL
Past

August 22, 2012 - September 13, 2013

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
THE VILLAGES, FL
Past

August 7, 2012 - September 13, 2013

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
NAPLES, FL
Past

October 29, 2010 - January 21, 2011

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
CLEARWATER, FL
Past

October 19, 2010 - January 21, 2011

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
CLEARWATER, FL
Past

July 24, 2006 - July 28, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
TAMPA, FL
Past

June 27, 2006 - July 28, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TAMPA, FL

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".
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC

CRD#: 172002 / SEC#: 801-96180

RIA
Registered Investment Advisory firm - (5/6/2015 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.

Highlighted states indicate IAR registrations

IAR
Arizona
(7/20/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/20/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/2/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/26/2006
General Securities Representative Examination

Current Firm

WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC

CRD#: 172002 / SEC#: 801-96180

RIA
Registered Investment Advisory firm - (5/6/2015 Approved)
PREMIUM
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Contact information

Main Address
S Valley Hwy 8310, Englewood, CO 80112
Mailing Address
Phone number
(855) 822-3708
Established
Firm type
Fiscal year end
# of Employees
54

SEC notice filing (27 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

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts3,556
AUM (Assets Under Management)$ 473,650,570

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

WEALTH WATCH ADVISORS, INC

CRD#: 172002Chandler, AZ

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