Jeffrey R. Martin
First Vice President - Investments, Registered Principal, PIM Portfolio Manager
CA Insurance License Number: 0B07598. Resident State: CA.
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Jason R. Martin
Owner, PIM Portfolio Manager
I grew up in Clayton and went to Clayton Valley High. After graduating I attended the University of California at Santa Barbara for four years. I received a degree in Business and Economics with an emphasis in accounting and a second degree in Geography.
After graduating from UCSB I moved back to the bay area and worked in the tech industry for close to five years. In 2007 I began my financial services career as a Financial Advisor with Morgan Stanley.
I joined Wells Fargo Advisors in 2010. Two years later my father and I opened the Brentwood office.
CA Insurance License Number: 0F94449. Resident State: CA.
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