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.
|Firm Start Year:||2013|
|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'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|
|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|
|Organization:||The Eden Project Fayetteville, GA|
|Position :||Operations Planning|
|Duration :||5/2017-Currently holding|
|Bachelor of Arts - Business Management||
Savannah State University - Savannah, GA
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 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.
|Mon.||9:00 AM - 7:00 PM|
|Tue.||9:00 AM - 7:00 PM|
|Wed.||9:00 AM - 7:00 PM|
|Thu.||9:00 AM - 7:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Sat.||10:00 AM - 5:00 PM|