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Samuel John Martin

Investment adviser representative at &partners
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$30.3BFirm 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther

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.

  1. &partnersAug 2025 to now
  2. Raymond James Financial Services Advisors, IncFeb 2022 to Aug 2025
  3. Raymond James Financial Services, Inc.Feb 2022 to Aug 2025
  4. Sj Martin Wealth ManagementFeb 2022 to Aug 2025
  5. Edward JonesMar 2013 to Feb 2022

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 2 states (SC, TX).

&partners

$30.3BAssets managed
62,194Clients
544Advisers
35 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
6172824
Firm CRD
3767
Advisor's SEC record (opens in a new tab)
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