Jake James Marty

Current Employers

Employment History

• 02/2017 → 02/2018
  Bob Evans
  Wadsworth, OH
• 01/2007 → 12/2017
  Student
  Canal Fulton, OH
• 06/2017 → 08/2017
  Nca Financial Planners
  Cleveland, OH
• 01/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 01/2018 → 03/2021
  Equitable Advisors, Llc
  New York, NY
• 03/2021 → Present
  Lincoln Investment
  Fort Washington, PA
• 03/2021 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2018-05-02 → 2021-03-18
  Equitable Advisors, Llc
  Independence, OH
  Canal Fulton, OH
  Independence, OH

Other Businesses

ADVISORS EXCEL POSITION: Agent NATURE: Insurance and Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2022 ADDRESS: 2950 SW McClure Rd, Topeka KS 66614, United States DESCRIPTION: Sales and service of insurance/fixed annuities. Speaking with a service agent at advisors excel and building a life insurance illustration, reviewing possible companies and prices, researching fixed annuities. Marty Associates LLC Position: Owner Nature: Tax/Accounting Purposes/Payroll Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 6/1/2026 Address: 2629 S Equestrian Dr, Unit 105 Gilbert, AZ 85295 Description: Completing payroll and business expense reports. Journaling Lincoln commissions for tax/accounting purposes. 

Exams

• S66 Uniform Combined State Law Examination
  2018-04-24

Other Names

• Jake J Marty