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MA

Martin Attiq

MONT
SAN FRANCISCO, CA 94105
Some features on this profile are disabled
CRD#: 6609219
MA

Professional summary

Martin Attiq, who also goes by Martin Jajow, is a registered financial advisor currently at MONT located in San Francisco, California.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Martin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Martin Jajow

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 Martin Attiq'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®
None

Experience

Current

March 18, 2026 - Present

MONT

Office #1: 350 Mission Street, Floor 25, San Francisco, CA 94105Office #2: 350 Mission Street Floor 25, San Francisco, CA 94105
RIA
CRD#: 340142
SAN FRANCISCO, CA

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
California
(3/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/2025
Uniform Investment Adviser Law Examination

Current Firm

MO
MONT
MONT | MONT WEALTH MANAGEMENT, LLC

CRD#: 340142 / SEC#:

California
Registered Investment Advisory firm - (3/18/2026 Approved)
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Contact information

Main Address
350 Mission Street, Floor 25, San Francisco, CA 94105
Mailing Address
Phone number
(650) 479-5151
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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

MONT

CRD#: 340142San Francisco, CA 94105

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