Justin Everett Martello
Investment adviser representative at Effective Assets
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$165.1MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Effective Assets, Inc.Jan 2012 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (CA, MI, TX).
Effective Assets
Legal name: Effective Assets, Inc.
$165.1MAssets managed
124Clients
1Advisers
5 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
- 4751869
- Firm CRD
- 285744