Jake James Marty
Investment adviser representative at Capital Analysts
19 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Capital AnalystsMar 2021 to now
- Lincoln InvestmentMar 2021 to now
- Equitable Advisors, LLCJan 2018 to Mar 2021
- AXA Advisors, LLCJan 2018 to Jun 2020
- Nca Financial PlannersJun 2017 to Aug 2017
- Bob EvansFeb 2017 to Feb 2018
- StudentJan 2007 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 6813906
- Firm CRD
- 162200