Jeffrey Martin is a registered investment advisor at Wells Fargo Advisors, based in Santa Cruz, CA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Santa Cruz, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey has a 40% ownership stake in Martin Financial Group, an investment management firm, since January 2025. This activity takes nearly all of Jeffrey's time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations15 states
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