Jeff Duane Martin
Investment adviser representative at LPL Financial LLC
25 yearsExperience
3 statesRegistered in
ChFC®Designation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- LPL Financial LLCJul 2021 to now
- Arrowealth Financial LLCFeb 2019 to Jul 2021
- C7j IncJan 2018 to May 2019
- Top of the Tower IncApr 2015 to Sep 2018
- Topeka Blues SocietySep 2014 to May 2021
- Sales & Marketing Executives of TopekaApr 2012 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesFeb 2002 to Jul 2021
- Waddell & Reed, Inc.May 2001 to Jul 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (KS, SC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1435507
- Firm CRD
- 6413