Marta Elena Amaton
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
27 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Rental PropertySep 2023 to now
- Napa Valley CollegeOct 2020 to now
- Marta Amaton - Executor/willDec 2016 to now
- United Planners' Financial Services of America A Limited PartnerApr 2016 to now
- United Planners' Financial ServicesApr 2016 to now
- Vezer Family VineyardNov 2015 to now
- Marta AmatonOct 1998 to now
- Proxy FreedomAug 2023 to Jun 2025
- City of Napa Recreation & Cultural Contractor/napa Senior CenterSep 2021 to Nov 2021
- Rental PropertyJun 2019 to May 2021
- Napa Valley Share the CareJun 2018 to Dec 2021
- Napa Valley Support ServicesJan 2013 to Oct 2021
- Jacobson Wealth ManagementOct 2009 to May 2023
- Jacobson Wealth Management & Insurance ServicesOct 2009 to May 2023
- Marta Amaton - Rental PropertySep 2006 to Feb 2019
- Marta Cornejo - Financial & Ins SvsNov 2005 to Aug 2018
- Marta Amaton - Independent InsuranceAug 1998 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 4063282
- Firm CRD
- 20804