JM
CFP
JM
CFP

Javan Martin

17 Years of Experience
Ephrata, PA

Javan Martin is a CFP-designated registered investment advisor at Martin, Javan Von, based in Ephrata, PA, with 17 years of industry experience. Javan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 21 clients with $410M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$19.4M average
Assets Under Management
$407.8M

Fee Structure

Javan Von Martin offers investment management and wealth management services, billed hourly. Clients reserve a certain number of hours per year, ranging from 12 to 1000 hours, and pay between $100 and $150 per hour depending on the number of hours reserved. The annual fee is paid semi-annually based on the actual hours used. Additional hours are billed at $100/hour with client approval.

Loading...

Location

Ephrata, PA

Get directions

History

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.

Learn about disclosures →
Other Business Activities

Javan is a sole proprietor involved in farming, mowing, plowing, and selling grain/seed, and is part owner of a decal printing company and a seed supplier. He also owns rental properties. These activities take about 10-20% of his time.

Employment History
Current Registrations
Martin, Javan Von
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Vanguard Advisers, INC.
November 2015 - December 2024 · 9 yrs 1 mo
Vanguard Marketing CorporationBroker
August 2010 - April 2025 · 14 yrs 8 mos
The Option of Success, LLC
March 2008 - December 2010 · 2 yrs 9 mos
State Registrations2 states
NEPA
Advisor

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.
Javan Martin - Financial Advisor | TrueAdvisor