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Jeffrey Robertson Martin

Mutual Advisors, LLC

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About Jeffrey Robertson Martin

Jeffrey Robertson Martin is a registered Investment Advisor Representative with Mutual Advisors, LLC. Jeffrey has been in the industry since 2013, and holds Series 6, 63, and 65 licenses. Jeffrey is a member of the firm's office located in Reno, NV, and serves clients in Nevada and Wyoming. Jeffrey also works as an independent insurance agent, offering fixed indexed annuities.

Firm Information

Jeffrey Martin is currently registered with Mutual Advisors, LLC. Mutual Advisors, LLC is an investment advisory firm based in Omaha, NE. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. With over 160 registered representatives and advisors, the firm manages over $6.9 billion in assets.
Mutual Advisors, LLC

9140 W DODGE ROAD

OMAHA, NE 68114

$6.95B

Assets Under Management

30

Total Clients

142

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly consulting

Hourly consulting

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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Jeffrey Martin’s Registration & Firm History

NV

09/06/2024 - Present

Mutual Advisors, LLC (Reno NV)

NV

10/01/2013 - 02/11/2015

NYLIFE SECURITIES LLC (RENO NV)

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Licenses & Designations

IA

Issued 04/27/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Robertson Martin.
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