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Jimmy Stephen Martin

Martin Wealth Solutions

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About Jimmy Stephen Martin

Jimmy Stephen Martin is a financial advisor with over 10 years of experience in the financial services industry. Jimmy Stephen Martin is currently registered with Martin Wealth Solutions in Christiansburg, Virginia. Before joining Martin Wealth Solutions, Jimmy Stephen Martin worked at PURSHE KAPLAN STERLING INVESTMENTS in Radford, Virginia and VOYA FINANCIAL ADVISORS, INC in Radford, Virginia. Jimmy Stephen Martin holds a Series 66 license, as well as the SIE and Series 7 licenses. Jimmy Stephen Martin specializes in providing financial planning and portfolio management services to individuals and charitable organizations.

Firm Information

Jimmy Martin is currently registered with Martin Wealth Solutions. Martin Wealth Solutions is a registered investment advisor located in Christiansburg, Virginia. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. Martin Wealth Solutions manages approximately $184 million in assets for 541 clients. The firm has 3 licensed agents and 3 investment advisor representatives.
Martin Wealth Solutions

1055 W MAIN STREET

CHRISTIANSBURG, VA 24073

$184.09M

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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percentage of assets

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

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Jimmy Martin’s Registration & Firm History

VA

05/09/2016 - Present

Martin Wealth Solutions (CHRISTIANSBURG VA)

VA

05/06/2016 - 12/31/2018

PURSHE KAPLAN STERLING INVESTMENTS (Radford VA)

VA

11/04/2011 - 05/09/2016

VOYA FINANCIAL ADVISORS, INC. (RADFORD VA)

VA

02/10/2009 - 11/09/2011

EDWARD JONES (RADFORD VA)

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Licenses & Designations

BOTH

Issued 02/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jimmy Stephen Martin. Review regulatory record here.
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