Jesse Charles Martin
Investment adviser representative at Appleton Partners, Inc.
12 yearsExperience
1 stateRegistered in
$12.6BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Appleton Partners, Inc.Dec 2021 to now
- Hartford Funds Distributors, LLCNov 2014 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Appleton Partners, Inc.
$12.6BAssets managed
6,112Clients
31Advisers
39 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
- 3166712
- Firm CRD
- 110049