Jeffrey Robertson Martin

Current Employers

Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2024-09-06

NV RA
APPROVED

Since 2024-09-06

Branch Locations

9805 Double R Rd. Ste. 300, Reno, NV 89521 • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • 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
Cornerstone Retirement Services, Inc.	Reno	NV	02/2015	10/2016
Cornerstone Retirement Group, Inc.	Reno	NV	10/2016	11/2023
Prime Capital Investment Advisors, Llc	Overland Park	KS	03/2023	09/2024
Mutual Advisors, Llc.	Casper	WY	09/2024	Present

02/2015 → 10/2016

Cornerstone Retirement Services, Inc.

Reno, NV
10/2016 → 11/2023

Cornerstone Retirement Group, Inc.

Reno, NV
03/2023 → 09/2024

Prime Capital Investment Advisors, Llc

Overland Park, KS
09/2024 → Present

Mutual Advisors, Llc.

Casper, WY

Previous Registrations

2023-03-14 → 2024-10-02

Prime Capital Financial

Overland Park, KS

Reno, NV
2015-04-30 → 2023-11-07

Cornerstone

Reno, NV

Other Businesses

1. Independent Insurance Agent, Start Date: 09/06/2024, 9805 Double R Blvd., Ste. 300, Reno, NV 89521, Sole Proprietor, Offer and maintain Insurance Solutions Fixed Indexed Annuities, Insurance Agent, Offering and Maintaining Fixed Indexed Annuities for Clients when applicable and appropriate, Not Investment Related, 10 Hours per month, 1 Hour per day during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-04-27
S63	Uniform Securities Agent State Law Examination	2013-10-29

S65 Uniform Investment Adviser Law Examination

2015-04-27
S63 Uniform Securities Agent State Law Examination

2013-10-29

Other Names

Jeff R Martin

View on SEC IAPD