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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-04-15 |
Branch Locations
1300 First Street Ste. 368, Napa, CA 94559 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marta Amaton - Independent Insurance | Napa | CA | 08/1998 | 08/2018 |
| Marta Amaton - Rental Property | Fairfield | CA | 08/2015 | 11/2016 |
| Jacobson Wealth Management | Napa | CA | 10/2009 | 05/2023 |
| Jacobson Wealth Management & Insurance Services | Napa | CA | 10/2009 | 05/2023 |
| Marta Cornejo - Financial & Ins Svs | Napa | CA | 11/2005 | 08/2018 |
| United Planners' Financial Services | Scottsdale | AZ | 04/2016 | Present |
| Marta Amaton - Rental Property | Fairfield | CA | 09/2006 | 02/2019 |
| Marta Amaton - Executor/Will | Napa | CA | 12/2016 | Present |
| Napa Valley Support Services | Napa | CA | 01/2013 | 10/2021 |
| Napa Valley Share The Care | Napa | CA | 06/2018 | 12/2021 |
| Vezer Family Vineyard | Suisun Valley | CA | 11/2015 | Present |
| Rental Property | Fairfield | CA | 06/2019 | 05/2021 |
| Marta Amaton | Napa | CA | 10/2009 | 05/2023 |
| City Of Napa Recreation & Cultural Contractor/Napa Senior Center | Napa | CA | 09/2021 | 11/2021 |
| Marta Amaton | Fairfield | CA | 10/1998 | Present |
| Proxy Freedom | Walnut Creek | CA | 08/2023 | 06/2025 |
| Rental Property | Fairfield | CA | 09/2023 | Present |
| Napa Valley College | Napa | CA | 10/2020 | Present |
1.) VEZER FAMILY VINEYARD - TASTING ROOM ASSOCIATE - WINERY - SUISUN VALLEY, CA - SINCE 11/2015 - NOT INVESTMENT RELATED 2.) MARTA AMATON (EXECUTOR/WILL) - EXECUTOR - ACTING IN A FIDUCIARY CAPACITY - NAPA, CA - SINCE 12/2016 - INVESTMENT RELATED 3.) EXECUTOR/WILL - EXECUTOR - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - FARFIELD, CA - SINCE 12/2019 - NOT INVESTMENT RELATED 4.) MARTA AMATON - INSURANCE AGENT - NON-VARIABLE INSURANCE - FARFIELD, CA - SINCE 10/1998 - INVESTMENT RELATED 5.) RENTAL PROPERTY - LANDLORD - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - FAIRFIELD, CA - SINCE 09/2023 - INVESTMENT RELATED 6.) NAPA VALLEY COLLEGE - INSTRUCTOR - TEACHING/COACHING - NAPA, CA - SINCE 10/2020 - INVESTMENT RELATED 7.) EXECUTOR/WILL - EXECUTOR - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - FARFIELD, CA - SINCE 12/2016 - INVESTMENT RELATED 8.) AMATON STRATEGIC WEALTH MANAGEMENT, LLC - OWNER, PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - NAPA, CA - SINCE 09/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-04 |
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