JM
Jeffrey K. Martin
WEALTH WATCH ADVISORS,
Chandler, AZ
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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.
Sale of life, health, and annuities through multiple carriers. Independent contractor 80 hours a month with various times during both market open and close.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Keegan 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®
NoneExperience
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
General Industry/Product Exam
General Industry/Product Exam
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
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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 (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,556 |
| 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.
