Jason Donald Marty

Current Employers

401K Investment Professionals

114 E. Main St. Suite 213, Waunakee, WI 53597 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2016-02-26

WI RA
APPROVED

Since 2016-02-26

Branch Locations

114 E. Main St. Suite 213, Waunakee, WI 53597 • 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
Jason D Marty Llc	Fitchburg	WI	06/2008	Present
Investment Professionals, Llc	Fitchburg	WI	02/2016	Present

06/2008 → Present

Jason D Marty Llc

Fitchburg, WI
02/2016 → Present

Investment Professionals, Llc

Fitchburg, WI

Previous Registrations

2014-08-29 → 2016-03-09

Packerland Brokerage Services, Inc.

Madison, WI

Oconomowoc, WI
2014-03-27 → 2014-08-15

Thrivent Investment Management Inc.

Madison, WI

Other Businesses

JASON D MARTY, LLC 5252 SNAPDRAGON TRL FITCHBURG, WI TITLE: OWNER DUTIES: INSURANCE SALES START DATE: 10/2004 HOURS DEVOTED:20 INSURANCE AND INVESTMENT RELATED

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-03-26

S66 Uniform Combined State Law Examination

2014-03-26

Other Names

Jason D Marty

View on SEC IAPD

Current Employers

401K Investment Professionals

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews