Jason
Martin
Comerica Securities
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About this Advisor
Jason Martin is a financial advisor who works in Sacramento, California with a total of 7 years of industry experience. Martin is an employee of Comerica Securities. Their career trajectory has included roles at Wells Fargo Advisors Financial Network LLC, Lpl Financial, Mechanics Bank and Comerica Securities, Inc. Martin holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Arizona and California. Comerica Securities is a business operating out of Detroit, MI. The company has offices in 24 locations and a total of 211 financial advisors. It handles $2 billion in assets between its 4,527 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 16 charities and foundations. Of its 4,527 accounts, 28% belong to high-net-worth investors who have at least $1 million in assets. Comerica Securities offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely depend on the services offered. Fees billed by Comerica Securities may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Comerica Securities Brokerage Details
$2,385,128,214
211
4,527
$526,867
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jason Martin Work History
Jason has been registered as a financial advisor for 7 years.*
Comerica Securities, Inc
Lpl Financial
Mechanics Bank
Wells Fargo Advisors Financial Network LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Comerica Securities
Farmington, MI
Bloomfield Hills, MI
Dallas, TX
Grand Rapids, MI
Phoenix, AZ
Farmington, MI
Los Angeles, CA
Detroit, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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