Jimmy Stephen Martin
Investment adviser representative at Martin Wealth Solutions
10 yearsExperience
1 stateRegistered in
$377.1MFirm assets
4 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 assetsHourly
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.
- Martin Wealth SolutionsMay 2016 to now
- New River Financial Planning, LLCApr 2016 to now
- Purshe Kaplan Sterling InvestmentsMay 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (VA).
Martin Wealth Solutions
Legal name: New River Financial Group, LLC
$377.1MAssets managed
896Clients
5Advisers
4 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
- 5625493
- Firm CRD
- 283428