Best Investors Account Sign in
Inactive

Jacob Palmer Martin

Keeler & Nadler Family Wealth

Dublin, OH

Claim This Profile
Current Employers
Keeler & Nadler Family Wealth

565 Metro Place South Suite 280, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-02
  • OH RA
    APPROVED
    Since 2025-07-02

Branch Locations

565 Metro Place South Suite 280, Dublin, OH 43017 • 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
The Joseph Group Columbus OH 12/2013 05/2017
The Joseph Group Columbus OH 05/2017 04/2025
Northavenue Financial Advocates Columbus OH 04/2025 05/2025
Keeler & Nadler Family Wealth, Llc Dublin OH 06/2025 Present
  • 12/2013 → 05/2017
    The Joseph Group
    Columbus, OH
  • 05/2017 → 04/2025
    The Joseph Group
    Columbus, OH
  • 04/2025 → 05/2025
    Northavenue Financial Advocates
    Columbus, OH
  • 06/2025 → Present
    Keeler & Nadler Family Wealth, Llc
    Dublin, OH
Previous Registrations
Designations
Other Names
  • Jacob Palmer Martin
  • Jake Palmer Martin
  • Jacob P Martin

View on SEC IAPD

Other Firms

PFS INVESTMENTS INC.
DELTA CAPITAL MANAGEMENT, INC.
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
BROOKSTONE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
GOLDEN RESERVE RETIREMENT, LLC
MML INVESTORS SERVICES, LLC

Other Investors

WILLIAM KEITH ROOT
Michael Klubnik
JESSICA ANNE Hultberg
Timothy Joseph Burkett
Abigail Rose
ANDREW PAUL KEELER
MARK D BEAVER
JEREMY SCOT NELSON

Other Offices

PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH
MORGAN STANLEY · Dublin, OH
CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH
BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH
VOYA FINANCIAL ADVISORS, INC. · Dublin, OH
GOLDEN RESERVE RETIREMENT, LLC · Dublin, OH

More in Dublin, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor