James S. Martin

James S. Martin Email and Phone Number

Financial Services Executive and Investment Advisor Representative @ Barnum Premier Client Group
155 E 44th St,
James S. Martin's Location
Glastonbury, Connecticut, United States, United States
James S. Martin's Contact Details

James S. Martin work email

James S. Martin personal email

n/a
About James S. Martin

Jim Martin is a Financial Planner and Investment Advisor with Barnum Premier Client Group, located in Glastonbury, Connecticut. Focusing on the development of wealth management and planning strategies that enable his clients to accumulate and preserve assets, Jim works closely with individuals and families to facilitate the successful achievement of multi-generational financial goals. In addition, he works very closely with corporate employees who are in transition, either moving to a new job, or beginning their retirement. He also dedicates a significant portion of his practice to assisting employees who are terminally ill, helping to ensure peace of mind for both the family and employee in a challenging time, while also guiding the family after the loss of their loved one. Jim is a graduate of the College of the Holy Cross in Worcester, MA. A noted speaker and instructor, Jim was a valuable contributor on FoxCT’s SmartMoney Television show and was also the host of SmartMoney Radio on 960WELI for many years. In his spare time, Jim devotes his attention to numerous charities, but is most passionate about the rescuing of neglected, homeless and abused dogs. *I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. (www.sipc.org). Barnum Premier Client Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

James S. Martin's Current Company Details
Barnum Premier Client Group

Barnum Premier Client Group

View
Financial Services Executive and Investment Advisor Representative
155 E 44th St,
Website:
barnumpcg.com
Employees:
9
James S. Martin Work Experience Details
  • Barnum Premier Client Group
    Financial Advisor, Financial Services Executive, Investment Advisor Representative
    Barnum Premier Client Group 2005 - Present
    Glastonbury, Ct 06033
    Throughout his career, Jim has earned numerous honors and recognitions. While at MetLife he was named to the Chairman's Council in 2013 and 2014, Platinum Conference in 2008 and 2010-2016, and Leaders Conferences from 2006-2016, reserved for advisors who uphold the company’s highest standards of integrity, professionalism and customer service. He was also a member MetLife's of prestigious Inner Circle, comprised of financial services representatives who have demonstrated exceptional professional knowledge, client service and ethical conduct. In 2010, Jim was named as one of Hartford Business Journal’s “40 under 40” as one of the “outstanding young professionals in the greater Hartford area excelling in their industries through their leadership roles.” In 2012, Jim was named a Five Star Wealth Manager in Connecticut. To receive this accolade, those nominated are evaluated against ten objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients.*The 5 Star award is granted by Five Star Professional, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer.Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 1998 - 2005
    As a Financial Advisor with Morgan Stanely, I developed a solid foundation in asset management, having helped clients successfully navigate capital markets.

James S. Martin Skills

Asset Managment Variable Annuities Retirement Planning Corporate Education Strategic Financial Planning Asset Allocation Estate Planning 401k Rollovers Wealth Preservation Planning Multi Generational Wealth Transfer Private Equity Investment Strategies Insurance Financial Services

James S. Martin Education Details

Frequently Asked Questions about James S. Martin

What company does James S. Martin work for?

James S. Martin works for Barnum Premier Client Group

What is James S. Martin's role at the current company?

James S. Martin's current role is Financial Services Executive and Investment Advisor Representative.

What is James S. Martin's email address?

James S. Martin's email address is jm****@****ife.com

What schools did James S. Martin attend?

James S. Martin attended College Of The Holy Cross, College Of The Holy Cross, East Lyme High School, East Lyme High School.

What skills is James S. Martin known for?

James S. Martin has skills like Asset Managment, Variable Annuities, Retirement Planning, Corporate Education, Strategic Financial Planning, Asset Allocation, Estate Planning, 401k Rollovers, Wealth Preservation Planning, Multi Generational Wealth Transfer, Private Equity, Investment Strategies.

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