Jason Donald Marty
Investment adviser representative at 401k Investment Professionals
18 yearsExperience
1 stateRegistered in
$311MFirm assets
7 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- 401k Investment ProfessionalsFeb 2016 to now
- Investment Professionals, LLCFeb 2016 to now
- Jason D Marty LLCJun 2008 to now
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (WI).
401k Investment Professionals
Legal name: Investment Professionals, LLC
$311MAssets managed
137Clients
3Advisers
7 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
- 6277199
- Firm CRD
- 282495