Jason William Martin
Investment adviser representative at Bluespring Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$5.4BFirm assets
16 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Bluespring Wealth Management, LLCMay 2026 to now
- Kestra Financial, Inc.May 2026 to now
- Bedell Frazier Investment CounsellingFeb 2026 to May 2026
- Capital Planning Advisors LLCJan 2024 to May 2026
- Ameriprise Financial Services, LLCNov 2023 to Dec 2023
- Comerica Securities, Inc.Jan 2016 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bluespring Wealth Management, LLC
$5.4BAssets managed
3,250Clients
45Advisers
16 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
- 4567691
- Firm CRD
- 152667