Jacob
Martin
The Joseph Group Capital Management
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About this Advisor
Jacob Martin is a certified financial planner who works in Columbus, Ohio who has 6 years of relevant experience. Martin currently works for The Joseph Group Capital Management. Their career trajectory has included roles at Jp Morgan Chase and The Joseph Group. Martin is able to serve investors in Ohio. The Joseph Group Capital Management is a business based out of Columbus, OH. It has $684 million in total assets across its 736 accounts, making it one of the larger firms in the country by assets under management. Of its 736 customer accounts, 30% are held by high-net-worth clients who have more than $1 million in assets. The Joseph Group Capital Management performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. A financial advisor's fees typically vary depending on which service is offered. However, fee types billed by The Joseph Group Capital Management can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Joseph Group Capital Management Brokerage Details
$684,406,547
21
736
$929,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jacob Martin Work History
Jacob has been registered as a financial advisor for 6 years.*
The Joseph Group
The Joseph Group
Jp Morgan Chase
*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 Jacob 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 The Joseph Group Capital Management
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
