Jacob Andrew Martin

Employer firm

S.e.e.d. Planning Group, LLC CRD 188521

$568M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• TAX PLANNING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 06/2021
  Brooklyn Prospect Charter School
  New York, NY
• 08/2021 → 06/2025
  Suny Binghamton
  Binghamton, NY
• 06/2025 → Present
  S.E.E.D. Planning Group
  Binghamton, NY
• 06/2024 → 08/2024
  Roth Capital
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-02