Amy J. Martin

AMY JO MARTIN

Austin, TX

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CRD#: 7864351

Professional summary

Amy Jo Martin, who also goes by Amy Goss, Amy Jensen, is a registered financial advisor currently at AMY JO MARTIN, LLC located in Austin, Texas.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Amy has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amy Goss | Amy Jensen

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.

Amy Jo Martin is Managing Member of Renegade Global Ventures, LLC. Renegade Global Ventures, LLC is the Managing Member for Cantoni Renegade, LLC , Double A Renegade, LLC , Cercle Renegade, LLC which are special-purpose vehicles (SPV). Amy Jo Martin, LLC does not solicit clients to invest in these SPVs. Amy Jo Martin is CEO for Renegade Global, INC where she provides leadership and professional development training.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Jo 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®

None

Experience

Current

March 8, 2024 - Present

AMY JO MARTIN, LLC

RIA

CRD#: 330080

Austin, TX

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

Texas
(3/8/2024)

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

Current Firm

AMY JO MARTIN, LLC

CRD#: 330080 / SEC#:

Texas

Registered Investment Advisory firm - (3/8/2024 Limited)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(602) 332-5118

Established

Firm type

Fiscal year end

# of Employees

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.