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Jason Christopher Martin

Allgen Financial Advisors, Inc.

Orlando, FL

CRD 3259475

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Employer firm

Allgen Financial Advisors, Inc. CRD 126877

$475M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Allgen Financial Advisors, Inc.

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2003-06-11
  • FL RA
    APPROVED
    Since 2003-06-11

Branch Locations

Orlando, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Good Risk Reward, Inc. Orlando FL 03/2003 Present
  • 03/2003 → Present
    Good Risk Reward, Inc.
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-21
S63 Uniform Securities Agent State Law Examination 1999-11-05
  • S65 Uniform Investment Adviser Law Examination
    2003-03-21
  • S63 Uniform Securities Agent State Law Examination
    1999-11-05
Other Names
  • Jason Christopher Martin

View on SEC IAPD

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