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JM

Justin C. Martin

CENTERVILLE, UT 84014
Some features on this profile are disabled
CRD#: 5423666
JM
Justin C Martin

Professional summary


Justin C Martin, who also goes by Jusin C Martin, was a registered financial advisor .

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Justin had worked at 4 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

At a Glance


Always Fiduciary

Aliases


Jusin C 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.
Navigator Solutions, LLC is not investment related. The address is 63 E. Moorhen Dr., Saratoga Springs, UT 84045. Accounting Practice. Consultant. I provide information on investments that can assist with tax planning strategies. I started in June of 2024. I dedicate about 5 hours a month to this venture and zero of those hours are during security hours. Legacy Peak Insurance Solutions, LLC is not investment related, but used in conjuction with Legacy Wealth Management clients to provide a wider range of strategies and options. 1645 S. 500 W. #2, Woods Cross, UT 84010. Provides life insurance options. President and I also engage in sales for the insurance business. This insurance business was started in January of 2024 although I have engaged in insurance sales for 15 years. 16 hours a month are dedicated to this endeavor and all 16 are during trading hours. Justin Martin is part of Red Slate Holdings, LLC which is a personal LLC in which Justin runs his life insurance business. ~30% of his time Brigham Young University Idaho, not investment related, 50 W. Viking St., Rexburg, ID 83460, Educational Institution, Adjunct Professor, I teach students, January 1, 2025, 12 hours a month, zero during trading hours, I teach one class and BYU-I each term of which there are three. Legacy Peak Insurance Solutions, LLC is not investment related. The address is 1645 S 500 W Suite 2, Woods Cross, UT 84010. It is an insurance agency. Position/title: President. Start date: 01/2024. I devote approximately 10 hours per week (approximately 43 hours/month) to this business, none of which occur during securities trading hours. My duties include overseeing agency operations as President. Red Slate Holdings LLC is not investment related. Position/title: Independent Insurance Agent. Start date: 06/2014. Address, hours/month, and duties: TO CONFIRM WITH JUSTIN MARTIN before this filing is submitted. Brigham Young University - Idaho is not investment related. Position/title: Adjunct Professor. Start date: 01/2025. Located in Rexburg, ID. Address, hours/month, and duties: TO CONFIRM WITH JUSTIN MARTIN before this filing is submitted.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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

September 24, 2026 - Present

Office #1: 839 Camille Cir, Centerville, UT 84014
CENTERVILLE, UT
Past

October 23, 2018 - September 23, 2026

LEGACY WEALTH MANAGEMENT, LLC

RIA
CRD#: 174767
Woods Cross, UT
Past

November 26, 2008 - June 9, 2010

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
AMERICAN FORK, UT
Past

November 6, 2007 - June 8, 2010

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
AMERICAN FORK, UT

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
Utah
(9/24/2026)

Exams


What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 8/14/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 2/3/2009
Uniform Combined State Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 12/11/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 11/5/2007
General Securities Representative Examination

Current firm


No current employment

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


No current employment

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