AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

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.

Pricing
For Advisors
Jeremy Lane Vaught

Jeremy L. Vaught

MARTINSEN WEALTH MANAGEMENT
TEMPE, AZ 85284
Some features on this profile are disabled
CRD#: 6618086
Jeremy Lane Vaught

Professional summary

Jeremy Lane Vaught, CFP®, who also goes by Jeremy Lane Vaught, Jeremy Vaught, is a registered financial advisor currently at MARTINSEN WEALTH MANAGEMENT located in Tempe, Arizona.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeremy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeremy Lane Vaught | Jeremy Vaught

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 Jeremy Lane Vaught'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

August 23, 2024 - Present

MARTINSEN WEALTH MANAGEMENT

Office #1: 7855 S. River Parkway Suite 201, Tempe, AZ 85284
RIA
CRD#: 332433
TEMPE, AZ
Past

March 6, 2024 - October 1, 2024

FIRST ADVISORS NATIONAL, LLC

RIA
CRD#: 166212
Apache Junction, AZ
Past

November 16, 2022 - February 2, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Phoenix, AZ
Past

November 15, 2022 - February 2, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Phoenix, AZ
Past

August 25, 2016 - November 10, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MESA, AZ
Past

August 2, 2016 - November 10, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MESA, AZ

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".
MW
MARTINSEN WEALTH MANAGEMENT
MARTINSEN WEALTH ADVISORY SOLUTIONS, LLC | MARTINSEN WEALTH MANAGEMENT, LLC | MARTINSEN WEALTH MANAGEMENT

CRD#: 332433 / SEC#: 801-130933

RIA
Registered Investment Advisory firm - (8/16/2024 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
(8/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/17/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/1/2016
General Securities Representative Examination

Current Firm

MW
MARTINSEN WEALTH MANAGEMENT
MARTINSEN WEALTH ADVISORY SOLUTIONS, LLC | MARTINSEN WEALTH MANAGEMENT, LLC | MARTINSEN WEALTH MANAGEMENT

CRD#: 332433 / SEC#: 801-130933

RIA
Registered Investment Advisory firm - (8/16/2024 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7855 S. River Parkway Suite 201, Tempe, AZ 85284
Mailing Address
Phone number
(480) 550-6556
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (9 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

MARTINSEN WEALTH MANAGEMENT, LLC WRAP FEE BROCHURE (2/18/2026)
MARTINSEN WEALTH MANAGEMENT, LLC 2A (2/18/2026)

Regulatory assets under management

Total Number of Accounts846
AUM (Assets Under Management)$ 143,208,495

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

MARTINSEN WEALTH MANAGEMENT

CRD#: 332433Tempe, AZ 85284

TRUST BUT VERIFY

Monitor Jeremy Vaught

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Joseph A Di Vito JR
Joseph Di VitoAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Scottsdale, AZ
Timothy Christopher Hughes
Timothy HughesAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Scottsdale, AZ
Luke Kacer
Luke KacerAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Tucson, AZ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.