Jason Donald Marty

Employer firm

401K Investment Professionals CRD 282495

$311M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2014-03-26

Other Names

• Jason D Marty