Featured Business Financial Advisor in Stafford, TX
Stafford Financial Advisors
J Martin Financial Services
10707 Corporate Drive, Ste 115
Stafford, TX 77477
Phone Number
“We assist our client to achieve Financial Wellness”
Advisor Profile
Joey Martin
Name:  Joey Martin
Website:  Visit Website
Disclaimer
Securities and Advisory Services offered through GWN SECURITIES, INC. 11440 N Jog Road, Palm Beach Gardens, FL 33418 (866) 650-0312. Member FINRA, SIPC. J Martin Financial Services, LLC and GWN SECURITIES, Inc. are non-affiliated companies

About J Martin Financial Services

Joey S. Martin, a retired Marine Corps Aviator, is the founder and managing member of J Martin Financial Service, LLC. The Mission of J Martin Fiancial Services, LLC. is to educate, empower and assist our clients to achieve financial Wellness. From client intake to periodic client account reviews, our firm's client centric processes and procedures ensure that our clients' financial goals are the focus of everything we do.

As an Investment Advisor Representative with GWN SECURITIES, INC., we provide a unique blend of professional Advisory Wealth Management programs including a number of America's top named money managers. One of the foundations of our Advisory Wealth Management service is our Multiple Asset Manager Program (MAP), which adds more diversification than a number of Third Party Asset Manager (TPAM) services. This program is available for all investment account types (403(b)(7), IRA, 457(b), 401(a), Individual, Joint Trust etc.). GWN SECURITIES, INC's platform is a fully diverse across a number of trading platforms to provide Strategic Solutions, Advisor Direct Solutions and Custom Portfolio Solutions. In addition, we offers dozens of Direct Third Party Manager Programs should a TPAM prove to be the appropriate solution.

Our process starts with gaining an understanding of the client's financial goals. We analyze the client's relevant financial data to pinpoint current financial position and goal feasibility then we recommend investment solutions that are in the best interest of the client. Upon implementation of the solution, we manage the client's account and provide periodic review feedback and updates.
 

General Information

States Willing to do Business in:    Alvin,Bellaire,Cypress,Fresno,Friendswood,Fulshear,Galena Park,Houston,Katy,Manvel,Missouri City,Needville,Orchard,Pasadena,Pearland,Richmond,Rosenberg,Rosharon,Simonton,South Houston,Sugar Land,Thompsons
Name of Custodial Firm:    Pershing/Capital Group/Constellation/Charles Schwab/TD Ameritrade
Name of Broker/Dealer:    GWN SECURITIES, INC
States Licensed in:    DC, FL, GA, MD, SC, TX
Insurance License#:    2019025
SEC File#:    8-66185
Firm CRD#:    128929
CRD#:    6247008
Number of Years with Current Firm:    1
Years of Experience in Financial Services:    6
 

Qualifications & Memberships

Financial Organization Memberships:    International Association of Registered Financial
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Health, Disability
 

Firm Information

Assets Managed by Advisor:    $5,300,000.00
Assets Managed by Firm:    $5,300,000.00
Firm's Number of Managed Clients:    8
Firm's Number of Planning Clients:    0
Firm's Number of Clients:    62
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Compensation Methods:    Based on Assets
Fee Structure:    Fee-Based
 
 
 
 
 
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