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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Christopher Martin is an investment advisor representative who is associated with Allgen Financial Advisors, Inc. in Orlando, Florida. Jason has been in the industry since 1999 and is currently registered with Florida. Jason's professional experience includes prior roles with Charles Schwab & Co., Inc. in Westlake, Texas. Jason holds FINRA Series 7, 63 and 65 securities licenses. Jason is a specialist in financial planning, portfolio management for individuals and portfolio management for businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
06/11/2003 - Present
Allgen Financial Advisors, Inc. (ORLANDO FL)
TX
10/01/1999 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 03/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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