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Jimmy Stephen Martin

NEW RIVER FINANCIAL GROUP, LLC·CHRISTIANSBURG, Virginia
Clean recordNEW RIVER FINANCIAL GROUP, LLC
1055 W MAIN STREET, CHRISTIANSBURG, VA 24073CRD# 5625493Firm CRD# 283428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jimmy Stephen Martin · CHRISTIANSBURG, VA
Registration
CRD #5625493 · NEW RIVER FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jimmy Stephen Martin is a registered financial advisor based in CHRISTIANSBURG, Virginia, affiliated with NEW RIVER FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NEW RIVER FINANCIAL GROUP, LLC
MARTIN WEALTH SOLUTIONS
AUM
$184M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NEW RIVER FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5625493
Firm CRD# 283428
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jimmy Stephen Martin offer?
Jimmy Stephen Martin specializes in Financial Planning, Investment Management. Contact their office in CHRISTIANSBURG, Virginia for a consultation.
What are Jimmy Stephen Martin's credentials?
Jimmy Stephen Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jimmy Stephen Martin located?
Jimmy Stephen Martin is based in CHRISTIANSBURG, Virginia, working with NEW RIVER FINANCIAL GROUP, LLC. Their office serves clients in the CHRISTIANSBURG metropolitan area and surrounding communities.
How does Jimmy Stephen Martin charge for services?
Jimmy Stephen Martin's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW RIVER FINANCIAL GROUP, LLC?
NEW RIVER FINANCIAL GROUP, LLC has approximately 7 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)VIENNA (100)VIRGINIA BEACH (85)NORFOLK (74)FAIRFAX (61)
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Research
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