Harold Lee Martin

Employer firm

Zacks Investment Management, Inc. CRD 110897

$14.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS

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

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

Current Employers

Employment History

• 07/2023 → Present
  Zacks Investment Management
  Chicago, IL
• 06/2022 → 01/2023
  Coachhub
  Chicago, IL
• 07/2020 → 07/2023
  Greenut Butter
  Chicago, IL
• 03/2018 → 06/2022
  Tribune Publishing
  Chicago, IL
• 06/2017 → 02/2018
  Salt Creek Club
  Hinsdale, IL
• 12/2016 → 01/2017
  Innova Ev
  Burr Ridge, IL
• 08/2013 → 05/2017
  Depauw University
  Greencastle, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-06-16
• S65 Uniform Investment Adviser Law Examination
  2024-06-11