Jackie N Martin
Investment adviser representative at Tlg Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
Are you Jackie N Martin? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
13 years in the industry.
- Tlg Advisors, Inc.Jul 2022 to now
- Midwood FinancialJul 2022 to now
- The Leaders Group, Inc.Jul 2022 to now
- Fifth Third BankFeb 2019 to Jun 2022
- Fifth Third SecuritiesFeb 2019 to Jun 2022
- LPL Financial LLCAug 2018 to Jan 2019
- Fifth Third SecuritiesJan 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (IN).
Tlg Advisors, Inc.
$2.3BAssets managed
5,161Clients
298Advisers
25 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
- 4682033
- Firm CRD
- 111052