Jacob James Marty

Current Employers

Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2023-04-03

WI RA
APPROVED

Since 2023-04-03

Branch Locations

5400 King James Way Suite 110, Fitchburg, WI 53719 • 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
Green Fire Farm, Llc	Monticello	WI	01/2015	Present
Monticello School District	Monticello	WI	09/2015	05/2018
Wealth Distribution Strategies	Verona	WI	04/2022	Present
Harbour Investments, Inc	Madison	WI	12/2022	Present

01/2015 → Present

Green Fire Farm, Llc

Monticello, WI
09/2015 → 05/2018

Monticello School District

Monticello, WI
04/2022 → Present

Wealth Distribution Strategies

Verona, WI
12/2022 → Present

Harbour Investments, Inc

Madison, WI

Other Businesses

1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Wealth Distribution Strategies - DBA 3)Green Fire Farm, LLC | N5305 Ringhand Road, Monticello, WI 53570 | Owner | Description: Produces and sells beef, lamb, pork chicken, turkey and eggs | Beginning 2015 | 20 hours per month, 10 hours during trading hours | Unpaid | Not investment related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-28

S66 Uniform Combined State Law Examination

2023-02-28