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Justin Martin

Raymond James Financial Services Advisors, INC
22 Years of Experience
Valdosta, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Justin Martin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Valdosta, GA, with 22 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3338K Country Club Road, Valdosta, GA, 31605

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
February 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Justin is a partner in a real estate development, has passive ownership in RL Martin & Company, and is president of RL Martin Advisors, LLC, where he provides financial planning services. He also brokers fixed life, health, and disability insurance through Southeast Capital Investment Group, spending about 10-20% of his time on this activity, and manages the branch and its operations, dedicating about a quarter to half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2018 - Present · 8 yrs 7 mos
Raymond James Financial Services, INC.Broker
September 2011 - Present · 15 yrs 1 mo
Previous Registrations
MML Investors Services, LLCBroker
July 2007 - September 2011 · 4 yrs 2 mos
Nylife Securities LLCBroker
November 2003 - June 2007 · 3 yrs 7 mos
State Registrations29 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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