wiseradvisor

Joey Martin
J Martin Financial Services

Tel: (832) 532-0596
10707 Corporate Drive
Ste 115
Stafford, TX 77477

We assist our client to achieve Financial Wellness

J Martin Financial Services | Financial Advisor in Stafford ,TX

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

Firm Start Year:   2013
Insurance License#:   2019025
Name of Broker/Dealer:   GWN SECURITIES, INC
Name of Custodial Firm:   Pershing/Capital Group/Constellation/Charles Schwab/TD Ameritrade
States Licensed in:   DC, FL, GA, MD, SC, TX
Number of Years with Current Firm:   1


Qualifications & Memberships

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


Firm Information

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


Compliance

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


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Based on Assets


Board Positions

Organization:  The Eden Project  Fayetteville, GA
Position :  Operations Planning
Duration :  5/2017-Currently holding


Education

Bachelor of Arts - Business Management  Savannah State University - Savannah, GA
9/1994- 6/1998



Faqs

  • What services do you provide? What are your specialties? Individual Investment Advice, Retirement Planning, Wealth Management, Asset Protection Strategies, Risk Protection Planning
  • What is your experience? How many clients do you currently manage? I have been in the industry since September 2013. I am in the process of obtaining my Certified Financial Planning Certification. As of Aug 2016, I completed the academic requirement, but have not obtained the CFP designation. I currently manage 62 clients.
  • What financial institution(s) do you represent? GWN Securities, Inc
  • How do you charge for your services? I am a fee-based advisor
  • Why should I choose you as my financial advisor? Serving people is the point. I believe every client is unique, so I take the time to understand each new client's goals, and I won't engage you if I don't believe I can add value and provide a service that is in your best interest.
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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

Joey Martin

Joey Martin

Joey S. Martin was born in St. Vincent, BWI but grew up in St. Croix, USVI. He enlisted in the United States Marine Corps after high school and earned a commission as a Second Lieutenant upon graduation from college. Upon retiring from the Marine Corps in December 2011, he served as a High School MCJROTC Instructor for a year before joining the financial services industry. In September 2013, Joey became an independent broker/agent with Capital Choice Financial Group. He subsequently founded J Martin Financial Group in July 2017 and relocated the company to Stafford, TX in Jan 2019. Joey offers securities and investment advisory services through GWN SECURITIES, INC., member FINRA/SIPC. Joey is a member of the International Association of Registered Financial Consultants (IARFC) and holds the Registered Financial Consultant (RFC®) designation.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 10:00 AM - 5:00 PM

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