John R Martin
Investment adviser representative at Dai Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$330MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Dai Wealth, LLCOct 2022 to now
- Dai Securities, LLCSep 2022 to now
- Sagepoint FinancialDec 2017 to Sep 2022
- National Planning HoldingsDec 2016 to Nov 2017
- UnemployedMay 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dai Wealth, LLC
$330MAssets managed
1,537Clients
25Advisers
20 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
- 4130088
- Firm CRD
- 138938