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Jimmy Stephen Martin

NEW RIVER FINANCIAL GROUP, LLC·CHRISTIANSBURG, Virginia
SIE, Series 7, Series 6617 years registeredNEW 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 · 17 years registered
Brand Profile
Not yet started
01

Career History

MARTIN WEALTH SOLUTIONS
May 2016 – present
VOYA FINANCIAL ADVISORS, INC.
Nov 2011 – May 2016
RADFORD, VA
EDWARD JONES
Mar 2009 – Nov 2011
RADFORD, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 3, 2009
Years registered · 17
03

Disclosure History

2021Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
NEW RIVER FINANCIAL GROUP, LLC
CRD 283428 · SEC 801-126115
AUM
$184M
Regulatory assets under management
Employees
7
541 client accounts
Services offered by NEW RIVER FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEW RIVER FINANCIAL GROUP, LLC →
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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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Nearby cities in Virginia
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