Jonathan Martin is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bedford, NH, with 9 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
5 Bedford Farms Drive, Suite 100, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan has an 8% ownership stake in Silver Stone Investment Management, LLC, taking up nearly full-time hours. He also owns 100% of Black Star Collectibles & Games LLC, dedicating about a quarter of his time to buying and selling collectibles.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations41 states
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