Jeremy L. Vaught

MARTINSEN WEALTH MANAGEMENT

TEMPE, AZ 85284

Some features on this profile are disabled

CRD#: 6618086

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.

1) 2nd Swing Golf; Not investment related; 9130 Talking Stick Way, Scottsdale, AZ 85250; Golf equipment sales; Sales associate; Sales associate; 02/16/2025; 56 hours/month; 0 hours/month during securities trading hours; Sell golf equipment.

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 206, 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.

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

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/17/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/1/2016

General Securities Representative Examination

Current Firm

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7855 S. River Parkway Suite 206, Tempe, AZ 85284

Mailing Address

Phone number

(480) 550-6556

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARTINSEN WEALTH MANAGEMENT, LLC WRAP FEE BROCHURE (9/8/2025)

MARTINSEN WEALTH MANAGEMENT, LLC 2A (9/8/2025)

Regulatory assets under management

Total Number of Accounts	636
AUM (Assets Under Management)	$ 102,335,147

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.

Similar Advisors

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeremy L. Vaught

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Lane Vaught's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST ADVISORS NATIONAL, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MARTINSEN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/17/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/1/2016

Current Firm

MARTINSEN WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARTINSEN WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors