Jason Martone is a registered investment advisor, based in Sheboygan Falls, WI, with 29 years of industry experience.
Location
1160 Fond Du Lac Ave, Sheboygan Falls, WI, 53085
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jason is an Investment Advisor Representative (IAR) with Merit Financial Advisors, spending full-time hours servicing clients. This activity is investment-related and occurs during trading hours.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2025 - Present · 1 yr 4 mos
Merit Financial Advisors
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Columbia Management Investment Advisers, LLC
May 2010 - January 2024 · 13 yrs 8 mos
Columbia Management Investment Distributors, INC.Broker
May 2010 - January 2024 · 13 yrs 8 mos
Columbia Management Advisors, LLC
April 2005 - May 2010 · 5 yrs 1 mo
Columbia Management Distributors, INC.Broker
March 2005 - May 2010 · 5 yrs 2 mos
Columbia Financial Center IncorporatedBroker
February 2004 - March 2005 · 1 yr 1 mo
Columbia Funds Distributor, INC.Broker
August 2001 - December 2003 · 2 yrs 4 mos
Heartland Advisors, INC.Broker
January 2000 - June 2001 · 1 yr 5 mos
Strong Investments, INC.Broker
March 1994 - April 1999 · 5 yrs 1 mo
State Registrations1 state
WI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.