JM
Jason A. Martin
ALTRUIST FINANCIAL LLC
San Clemente, CA
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CRD#: 6815164
JM
Professional summary
Jason Andrew Martin, who also goes by Jason A Martin, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in San Clemente, California.
Jason is registered as a RR (Registered Representative) and started their career in finance in 2019. Jason has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, Series 99TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jason A 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Jason Andrew 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
September 20, 2022 - Present
ALTRUIST FINANCIAL LLC
BD
CRD#: 299274
San Clemente, CA
Past
August 28, 2020 - September 20, 2022
SVB INVESTMENT SERVICES INC.
BD
CRD#: 168116
Cottonwood Heights, UT
Past
May 29, 2020 - July 29, 2022
SVB INVESTMENT SERVICES INC.
RIA
CRD#: 168116
Cottonwood Heights, UT
Past
August 13, 2019 - May 28, 2020
LANDMARK WEALTH ADVISORS, LLC
RIA
CRD#: 166989
FARMINGTON, UT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/13/2022)
RR
Alaska(12/13/2022)
RR
Arizona(12/13/2022)
RR
Arkansas(12/13/2022)
RR
California(9/20/2022)
RR
Colorado(12/13/2022)
RR
Connecticut(12/13/2022)
RR
Delaware(12/13/2022)
RR
District of Columbia(12/13/2022)
RR
Florida(12/13/2022)
RR
Georgia(12/13/2022)
RR
Hawaii(12/13/2022)
RR
Idaho(12/13/2022)
RR
Illinois(12/13/2022)
RR
Indiana(12/13/2022)
RR
Iowa(12/13/2022)
RR
Kansas(12/13/2022)
RR
Kentucky(12/13/2022)
RR
Louisiana(12/13/2022)
RR
Maine(12/13/2022)
RR
Maryland(12/13/2022)
RR
Massachusetts(12/13/2022)
RR
Michigan(12/13/2022)
RR
Minnesota(12/13/2022)
RR
Mississippi(12/13/2022)
RR
Missouri(12/13/2022)
RR
Montana(12/13/2022)
RR
Nebraska(12/13/2022)
RR
Nevada(12/13/2022)
RR
New Hampshire(12/13/2022)
RR
New Jersey(12/13/2022)
RR
New Mexico(12/13/2022)
RR
New York(12/13/2022)
RR
North Carolina(12/13/2022)
RR
North Dakota(12/13/2022)
RR
Ohio(12/14/2022)
RR
Oklahoma(12/13/2022)
RR
Oregon(12/13/2022)
RR
Pennsylvania(12/13/2022)
RR
Puerto Rico(12/13/2022)
RR
Rhode Island(12/13/2022)
RR
South Carolina(12/13/2022)
RR
South Dakota(12/13/2022)
RR
Tennessee(12/13/2022)
RR
Texas(12/13/2022)
RR
Utah(9/20/2022)
RR
Vermont(12/13/2022)
RR
Virgin Islands(12/13/2022)
RR
Virginia(12/13/2022)
RR
Washington(12/13/2022)
RR
West Virginia(12/13/2022)
RR
Wisconsin(12/13/2022)
RR
Wyoming(12/13/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/19/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 8/28/2020
Operations Professional ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ALTRUIST FINANCIAL LLC
ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING
CRD#: 299274 / SEC#: , 8-70244
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
3030 S La Cienega Blvd, Culver City, CA 90232
Mailing Address
3030 S La Cienega Blvd, Culver City, CA 90232
Phone number
(888) 510-4660
Established
Delaware since 10/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
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.
