Jack Martin
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jack Martin, CFP®, who also goes by John Martin Palmer, was a registered financial professional .
Jack is a previously registered financial professional and started their career in finance in 2016. Jack had worked at 3 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 19, 2019 - November 7, 2019
THE WEALTH CONSERVANCY, INC.
August 9, 2018 - August 12, 2019
VISIONARY HORIZONS, LLC
November 23, 2016 - December 31, 2017
FREEDOM STREET FINANCIAL, LLC
Primary Firm SEC Registration
THE WEALTH CONSERVANCY, INC.
CRD#: 112024 / SEC#: 801-19008
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
THE WEALTH CONSERVANCY, INC.
CRD#: 112024 / SEC#: 801-19008
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 192,112,867 |
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.
