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Jeff Martin, Crpc® Email & Phone Number
President
at
J. Martin Wealth Management, LLC
1 work email found
@ampf.com
2 phones found area 239 and 727
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
President
Location
Gilbert, Arizona, United States
Who is Jeff Martin, Crpc®? Overview
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Quick answer
Jeff Martin, Crpc® is listed as President at J. Martin Wealth Management, LLC, based in Gilbert, Arizona, United States. AeroLeads shows a work email signal at ampf.com, phone signal with area code 239, 727, and a matched LinkedIn profile for Jeff Martin, Crpc®.
Jeff Martin, Crpc® previously worked as Vice President of Sales & Advisor Development; Investment Advisor Representative at Horter Investment Management, Llc and Regional Vice President & Financial Advisor at Talon Wealth Management. Jeff Martin, Crpc® holds Accounting, Business from Ucf College Of Business.
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*@ampf.com
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AeroLeads found 1 current-domain work email signal for Jeff Martin, Crpc®. Compare company email patterns before reaching out.
Profile bio
About Jeff Martin, Crpc®
Focused as an educator in 401(k) rollover decisions, helping people like you understand their options as you transition into a new career or retirement. Each person's situation is unique and generally, if you have separated from a company, your 401(k) should not be there either. Uncertain about your options or what is the best move? Your inquiries are always welcomed. Including 401(k), 403(b), 457, and pension options. An active financial advisor, as well as the founder of J. Martin Wealth Management, Jeff has spent the last 15+ years in financial services and serving his clients. As a foundation for his knowledge, Jeff holds a bachelor's degree in Accounting which he earned from the University of Central Florida. In addition, he holds the Chartered Retirement Planning Counselor designation, this gives Jeff a high level of knowledge around retirement planning. Jeff possesses a passion for educating people and helping others, which reflects in his service to his clients.Jeff enjoys public speaking and delivering educational seminars on financial topics. While upholding his firm’s approach to working with clients on an individual and personalized basis, Jeff knows each person’s situation is unique and there is no cookie cutter approach to delivering financial advice.Residing in beautiful Arizona, Jeff is originally from Florida, born in sunny St. Petersburg. In his personal time, he enjoys staying active playing golf, hiking, scuba diving and spending free time in the mountains and National Parks.Areas of Focus:401(k) & IRA RolloversRetirement PlanningInvestment AdviceTax PlanningProtection and InsuranceFinancial PlanningAll potential clients are invited to a complimentary consultation.Investment advisory services are offered through Wealth Watch Advisors, an SEC-registered investment advisor. Wealth Watch Advisors and J. Martin Wealth Management, LLC are independent of one another.
Listed skills include Retirement Planning, Strategic Financial Planning, Retirement, Investments, and 29 others.
Current workplace
Jeff Martin, Crpc®'s current company
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6 roles
Jeff Martin, Crpc® work experience
A career timeline built from the work history available for this profile.
President
CurrentWe work directly with mass affluent families and people to minimize the impact of taxes, today and for future generations. Focusing on tax reduction strategies, allowing people to keep more of what you earn. Focusing on safety, growth and control.Independent financial planning firm, providing sound, transparent financial advice and investment advisory.
Jun 2018 - Present
Vice President Of Sales & Advisor Development; Investment Advisor Representative
Invited by CEO to become a VP of Advisor Development within first 45 days at the firm.Facilitated portfolio design and management for clients and our field advisors. Participated in hands-on training of local Cincinnati advisors and our National training events. Several of our top field advisors would seek me out for assistance ranging from case work and portfolio design.Successful background in presenting tactical asset management to individual investors.
Sep 2016 - Nov 2017
Regional Vice President & Financial Advisor
Introduced to tactical asset management. Finally found a viable solution of investing for my clients.
May 2012 - May 2016
Financial Services Representative
Sep 2009 - Jul 2011
Financial Advisor
Build and maintain client base, cultivating an on-going financial planning relationship with current clients, while prospecting and recruiting new clients on an ongoing basisGather data to determine strategies for meeting clients' financial goalsRecommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage, investment planning, & estate planningSelected as Advisor Coach to mentor newly hired advisorsQuick study, with an ability to easily grasp and put into application new ideas, concepts, methods and technologiesMaintain a practice with $3,000,000+ in assets and growing
Apr 2006 - Sep 2009
3 education records
Jeff Martin, Crpc® education
Accounting, Business
Ucf College Of Business
Bachelor Of Science, Accounting
University Of Central Florida
Education record
Osceola High School
FAQ
Frequently asked questions about Jeff Martin, Crpc®
Quick answers generated from the profile data available on this page.
What company does Jeff Martin, Crpc® work for?
Jeff Martin, Crpc® works for J. Martin Wealth Management, LLC.
What is Jeff Martin, Crpc®'s role at J. Martin Wealth Management, LLC?
Jeff Martin, Crpc® is listed as President at J. Martin Wealth Management, LLC.
What is Jeff Martin, Crpc®'s email address?
AeroLeads has found 1 work email signal at @ampf.com for Jeff Martin, Crpc® at J. Martin Wealth Management, LLC.
What is Jeff Martin, Crpc®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 239, 727 for Jeff Martin, Crpc® at J. Martin Wealth Management, LLC.
Where is Jeff Martin, Crpc® based?
Jeff Martin, Crpc® is based in Gilbert, Arizona, United States while working with J. Martin Wealth Management, LLC.
What companies has Jeff Martin, Crpc® worked for?
Jeff Martin, Crpc® has worked for J. Martin Wealth Management, Llc, Horter Investment Management, Llc, Talon Wealth Management, Suntrust Bank, and Ameriprise Financial.
How can I contact Jeff Martin, Crpc®?
You can use AeroLeads to view verified contact signals for Jeff Martin, Crpc® at J. Martin Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jeff Martin, Crpc® attend?
Jeff Martin, Crpc® holds Accounting, Business from Ucf College Of Business.
What skills is Jeff Martin, Crpc® known for?
Jeff Martin, Crpc® is listed with skills including Retirement Planning, Strategic Financial Planning, Retirement, Investments, Financial Advisory, Asset Allocation, Estate Planning, and Insurance.
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