Unclaimed Profile

Jeremy Lane Vaught

MARTINSEN WEALTH MANAGEMENT, LLC·TEMPE, Arizona

SIE, Series 7, Series 66CFPClean record9 years registeredMARTINSEN WEALTH MANAGEMENT, LLC

7855 S. RIVER PARKWAY, TEMPE, AZ 85284CRD# 6618086Firm CRD# 332433

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeremy Lane Vaught · TEMPE, AZ

Registration

CRD #6618086 · MARTINSEN WEALTH MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

MARTINSEN WEALTH MANAGEMENT

Aug 2024 – present

FIRST ADVISORS NATIONAL, LLC

Mar 2024 – Oct 2024

Apache Junction, AZ

PRUDENTIAL FINANCIAL PLANNING SERVICES

Nov 2022 – Feb 2024

Phoenix, AZ

AMERIPRISE FINANCIAL SERVICES, LLC

Aug 2016 – Nov 2022

MESA, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 25, 2016

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARTINSEN WEALTH MANAGEMENT, LLC

CRD 332433 · SEC 801-130933

AUM

$100M

Regulatory assets under management

Employees

668 client accounts

Services offered by MARTINSEN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARTINSEN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeremy Lane Vaught offer?

Jeremy Lane Vaught specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TEMPE, Arizona for a consultation.

What are Jeremy Lane Vaught's credentials?

Jeremy Lane Vaught holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeremy Lane Vaught located?

Jeremy Lane Vaught is based in TEMPE, Arizona, working with MARTINSEN WEALTH MANAGEMENT, LLC. Their office serves clients in the TEMPE metropolitan area and surrounding communities.

How does Jeremy Lane Vaught charge for services?

Jeremy Lane Vaught's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARTINSEN WEALTH MANAGEMENT, LLC?

MARTINSEN WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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