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Jason Donald Marty

401k Investment Professionals

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About Jason Donald Marty

Jason Marty is an investment advisor representative registered with 401k Investment Professionals. Jason has been in the industry since 2014 and has a Series 7 and Series 66 license. Jason is also a registered representative with Packerland Brokerage Services and was previously with Thrivent Investment Management. Jason specializes in providing financial planning and portfolio management services for individuals and pension and profit-sharing plans. Jason is also the owner of Jason D. Marty, LLC which is a insurance sales company.

Firm Information

Jason Marty is currently registered with 401k Investment Professionals. 401k Investment Professionals is a registered investment advisor based in Waunakee, WI, specializing in financial planning and portfolio management for individuals, pension and profit-sharing plans, and other clients. The firm manages approximately $311 million in assets for 131 clients. They are registered with the SEC.
401k Investment Professionals

114 E. MAIN ST.

WAUNAKEE, WI 53597

$311.00M

Assets Under Management

Not reported

Total Clients

3

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

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Jason Marty’s Registration & Firm History

WI

02/26/2016 - Present

401k Investment Professionals (WAUNAKEE WI)

WI

08/29/2014 - 03/09/2016

PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)

WI

03/04/2014 - 08/15/2014

THRIVENT INVESTMENT MANAGEMENT INC. (MADISON WI)

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Licenses & Designations

BOTH

Issued 03/26/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/09/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Donald Marty.
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