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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kate Martin is a financial advisor with Creative Planning. Jennifer has over 15 years of experience in the financial services industry. Jennifer has a strong background in portfolio management, financial planning, and investment advisory services. Jennifer is committed to providing her clients with personalized financial advice and guidance. Jennifer is a highly qualified professional with a proven track record of success. Jennifer holds a Series 6, 7, 63, and 65 licenses. Jennifer has a strong understanding of the financial markets and is committed to providing her clients with the best possible investment advice. Jennifer is a member of the Financial Planning Association.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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TX
12/19/2021 - Present
Creative Planning (Dallas TX)
TX
09/17/2018 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (DALLAS TX)
IL
10/01/2012 - 10/01/2013
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
11/05/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
CA
06/29/2007 - 08/03/2010
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
09/20/2006 - 07/19/2007
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
IA
Issued 02/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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