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Jared Kennedy Martin

Avantax Investment Services, Inc.

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About Jared Kennedy Martin

Jared Martin is a financial advisor with Avantax Investment Services, Inc. Jared has over 10 years of experience in the financial services industry and is a registered representative in Illinois and Indiana. Jared holds the Series 6 and Series 63 licenses as well as the SIE exam. Jared is committed to providing his clients with personalized financial advice to help them reach their financial goals.

Firm Information

Jared Martin is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jared Martin’s Registration & Firm History

IL

11/12/2015 - Present

Avantax Investment Services, Inc. (Orland Park IL)

IL

06/22/2012 - 11/11/2015

PFS INVESTMENTS INC. (LOMBARD IL)

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Licenses & Designations

BC

Issued 01/17/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Kennedy Martin.
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