Best Investors Account Sign in
Inactive

Jeffrey Fuller Martin

Kdm Wealth Management Inc.

Geneva, IL

Claim This Profile
Current Employers
Kdm Wealth Management Inc.

321 Stevens Street Suite R, Geneva, IL 60134 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-03-16
IL RA APPROVED 2010-01-04
  • TX RA
    APPROVED_RES
    Since 2017-03-16
  • IL RA
    APPROVED
    Since 2010-01-04

Branch Locations

321 Stevens Street Suite R, Geneva, IL 60134 • 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
OrganizationCityStateFromTo
Webb Financial Advisors Indianapolis IN 07/2005 Present
Hieser Webb Capital Management Indianapolis IN 01/2008 Present
  • 07/2005 → Present
    Webb Financial Advisors
    Indianapolis, IN
  • 01/2008 → Present
    Hieser Webb Capital Management
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-26
  • S65 Uniform Investment Adviser Law Examination
    2005-09-26
Other Names
  • Jeffery Fuller Martin

View on SEC IAPD

Other Firms

RHODO WEALTH MANAGEMENT LLC
LONG PLANNING, LLC
LENITY FINANCIAL, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MORGAN STANLEY
OSAIC WEALTH, INC.
HARBOUR INVESTMENTS, INC.
LANTERN WEALTH ADVISORS, LLC

Other Investors

TIMOTHY ADAM CARPENTER
KYLE MATTHEW LONG
MARK ROBERT BOVA
LISA ANNETTE CONRATH-BOVA
Sharon Ann Piet
Michael James Holevas
Joshua G Zaccanti
Tyler F Wielgos

Other Offices

RHODO WEALTH MANAGEMENT LLC · GENEVA, IL
LONG PLANNING, LLC · GENEVA, IL
LENITY FINANCIAL, INC. · Geneva, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Geneva, IL
MORGAN STANLEY · GENEVA, IL
OSAIC WEALTH, INC. · Geneva, IL
HARBOUR INVESTMENTS, INC. · GENEVA, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Geneva, IL

More in Geneva, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor