JM
Justin C. Martin
LEGACY WEALTH MANAGEMENT
Woods Cross, UT 84010
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CRD#: 5423666
JM
Professional summary
Justin C Martin, who also goes by Jusin C Martin, is a registered financial advisor currently at LEGACY WEALTH MANAGEMENT, LLC located in Woods Cross, Utah.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Justin has worked at 3 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Justin C 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
October 23, 2018 - Present
LEGACY WEALTH MANAGEMENT, LLC
Office #1: 1645 S 500 W, Ste 2, Woods Cross, UT 84010RIA
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
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".
LW
LEGACY WEALTH MANAGEMENT, LLC
ALTRUIST ADVISORS | PLLAR CAPITAL, LLC | PATHWAY ADVISORS, LLC | LWM,LLC | LEGACY WEALTH MANAGEMENT, LLC | BIG LIFE FINANCIAL, LLC | AXIOM WEALTH SOLUTIONS, LLC
CRD#: 174767 / SEC#: 801-113480
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)Arizona
Registered Investment Advisory firm - (6/25/2018 Terminated)Colorado
Registered Investment Advisory firm - (7/3/2018 Terminated)Florida
Registered Investment Advisory firm - (6/25/2018 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2018 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/29/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Utah
Registered Investment Advisory firm - (7/6/2018 Terminated)Washington
Registered Investment Advisory firm - (7/2/2018 Terminated)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
Idaho(2/27/2020)
IAR
Illinois(2/27/2020)
IAR
Texas(5/28/2025)
IAR
Utah(10/23/2018)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
LW
LEGACY WEALTH MANAGEMENT, LLC
ALTRUIST ADVISORS | PLLAR CAPITAL, LLC | PATHWAY ADVISORS, LLC | LWM,LLC | LEGACY WEALTH MANAGEMENT, LLC | BIG LIFE FINANCIAL, LLC | AXIOM WEALTH SOLUTIONS, LLC
CRD#: 174767 / SEC#: 801-113480
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)Arizona
Registered Investment Advisory firm - (6/25/2018 Terminated)Colorado
Registered Investment Advisory firm - (7/3/2018 Terminated)Florida
Registered Investment Advisory firm - (6/25/2018 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2018 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/29/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Utah
Registered Investment Advisory firm - (7/6/2018 Terminated)Washington
Registered Investment Advisory firm - (7/2/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713
Mailing Address
Phone number
(208) 955-0500
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,728 |
| AUM (Assets Under Management) | $ 476,513,737 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | ||
| 02/12/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LEGACY WEALTH MANAGEMENT, LLC
CRD#: 174767Woods Cross, UT 84010TRUST BUT VERIFY
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