Jeffrey Martin

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 02/2011 → 11/2016
  Wells Fargo Advisors Llc
  Walnut Creek, CA
• 11/2016 → 01/2025
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
• 01/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Brentwood, CA

Previous Registrations

• 2011-02-17 → 2025-01-09
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
  Brentwood, CA
  Clayton, CA
• 2009-06-01 → 2011-02-24
  Morgan Stanley
  Brentwood, CA
  Walnut Creek, CA
  Concord, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Brentwood, CA
• 1997-07-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Brentwood, CA

Other Businesses

MARTIN FINANCIAL GROUP; INV RELATED; BRENTWOOD, CA; INVESTMENT MANAGEMENT; 40% OWNERSHIP; START DATE 01/09/2025; 160 PER MONTH; 160 HOURS DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-31
• S63 Uniform Securities Agent State Law Examination
  1992-06-26

Other Names

• Jeffrey Richard Martin