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Mason Jeffrey Martin

Institutional Cash Distributors, LLC

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About Mason Jeffrey Martin

Mason Jeffrey Martin is a financial professional with over 25 years of experience in the industry. Mason currently holds a Series 6, 7, 24, 53, 63, 99TO and SIE license and is a Registered Principal with Institutional Cash Distributors, LLC. Mason has previously worked at Merriman Capital, Inc., Scudder Distributors, Inc. and Scudder Investor Services, Inc. Mason is licensed in 15 states including Alabama, Arkansas, California, District of Columbia, Florida, Indiana, Massachusetts, Missouri, Nevada, New Mexico, Ohio, South Dakota, Texas, Utah, and Wyoming.

Firm Information

Mason Martin is currently registered with Institutional Cash Distributors, LLC. Institutional Cash Distributors, LLC is a Limited Liability Company that was formed on August 8, 2008. The firm is registered in 51 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

21

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.

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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Mason Martin’s Registration & Firm History

NV

12/17/2009 - Present

Institutional Cash Distributors, LLC (Reno NV)

CA

04/14/2003 - 06/09/2011

MERRIMAN CAPITAL, INC. (SAN FRANCISCO CA)

IL

09/23/1996 - 04/29/2003

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

NY

03/13/2002 - 11/14/2002

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 05/14/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/23/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/20/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mason Jeffrey Martin.
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