James Anthony Martin

Employer firm

Creative Financial Designs, Inc. CRD 109032

$2.94B regulatory AUM 473 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 01/2011 → Present
  Cfd Investments Inc
  Kokomo, IN
• 01/2011 → Present
  Creative Financial Designs Inc
  Kokomo, IN

Other Businesses

1. CREATIVE FINANCIAL DESIGNS - IAR 2. INDEPENDENT INSURANCE SALES 3. TAX PREPARATION AND ACCOUNTING NOT INVEST RELATED TAX PREPARER, ACCOUNTANT STARTED 1/95 40HRS/MTH 20HRS/MTH DURING TRADING HRS PREPARE TAX RETURNS AND PROVIDE ACCOUNTING AND BOOKKEEPING SERVICES & BUSINESS CONSULTING; 4. RENTAL REAL ESTATE 5. MINISTER OF THE GOSPEL - NOT INVESTMENT RELATED 6. FORGE FINANCIAL, INC-OWNER-PRESIDENT-investment related 7.Conococheague Forge, LLC-Not investment related-Fort Loudon, PA-Own and manage real-estate-leasing property and selling resources such as timber- Partner-start date-3/1/21-5 hrs/mo-2 hrs during trading 8. 905 Rox LLC; Not Investment Related; 905 Roxbury Road Apt 2 Shippensburg, PA 17257; Owner of residential apartment building with 12 units; Member; 3/27/2024; 5 hours per month; 2 hours per month; Manage staff

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-08-30

Designations

• Certified Financial Planner

Other Names

• Jim Martin