Jefferson Bulluck Martin

Employer firm

Mirror Lake Wealth Management, LLC CRD 332311

$7.90M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Mirror Lake Wealth Management, Llc

Bloomfield Hills, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2024-08-13

MI RA
APPROVED

Since 2024-08-13

Branch Locations

Bloomfield Hills, MI • 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

Organization	City	State	From	To
Self Employed	Bloomfield Hills	MI	06/2014	06/2024
Mirror Lake Wealth Management	Bloomfield Hills	MI	07/2024	Present
Jefferson Martin	Bloomfield Hills	MI	03/2010	Present
Marsak Capital Management, Llc	Bloomfield Hills	MI	12/2010	12/2021

06/2014 → 06/2024

Self Employed

Bloomfield Hills, MI
07/2024 → Present

Mirror Lake Wealth Management

Bloomfield Hills, MI
03/2010 → Present

Jefferson Martin

Bloomfield Hills, MI
12/2010 → 12/2021

Marsak Capital Management, Llc

Bloomfield Hills, MI

Other Businesses

JEFFERSON MARTIN; NOT INVESTMENT RELATED; BLOOMFIELD HILLS MI; SOLE PROPREITOR; INSURANCE AGENT; START DATE 2004; 200 HOURS PER MONTH; ACTIVE INSURANCE LICENSE TO SELL INSURANCE PRODUCTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-07
S63	Uniform Securities Agent State Law Examination	2006-03-27

S65 Uniform Investment Adviser Law Examination

2023-12-07
S63 Uniform Securities Agent State Law Examination

2006-03-27

View on SEC IAPD