Jacob Martin has been an investment adviser representative at Keeler & Nadler Financial Planning and Wealth Management since July 2025, and is not listed among the firm’s executive officers or direct owners.
Keeler & Nadler Financial Planning and Wealth Management, LLC is a Dublin, OH firm with $610M under management, 506 clients and 9 advisers in one office, as of its July 2026 filing.
Jacob Martin’s longest registration was 7 years at The Joseph Group Capital Management (2017–2025). Before joining Keeler & Nadler Financial Planning and Wealth Management in 2025, Jacob Martin was registered through Northavenue LLC and The Joseph Group Capital Management.
- – present · 1 yearDublin, OH · Adviser representative · Firm CRD 173079
- Northavenue LLC– · under a yearColumbus, OH · Adviser representative · Firm CRD 297300
- The Joseph Group Capital Management– · 7 yearsColumbus, OH · Adviser representative · Firm CRD 165311
Investment adviser representative registrations
Jacob Martin is registered as an investment adviser representative in Ohio, since July 2025.
- OhioSince 2 July 2025
Examinations
No examinations are on Jacob Martin’s record.
- Full name
- Jacob Palmer Martin
- CRD
- 6795940
- Firm
- Keeler & Nadler Financial Planning and Wealth Management · CRD 173079
- Office
- 565 METRO PLACE SOUTH, SUITE 280, Dublin, OH 43017
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Martin work?
Jacob Martin is an investment adviser representative registered through Keeler & Nadler Financial Planning and Wealth Management, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Martin a financial advisor?
Yes. Jacob Martin has a current investment-adviser registration in Ohio, through Keeler & Nadler Financial Planning and Wealth Management since July 2025.
How many years of experience does Jacob Martin have?
Jacob Martin has 9 years in the financial industry, since July 2017, across 3 adviser firms.
Where did Jacob Martin work before Keeler & Nadler Financial Planning and Wealth Management?
Before Keeler & Nadler Financial Planning and Wealth Management, Jacob Martin was registered through Northavenue LLC, April 2025 to May 2025; The Joseph Group Capital Management, May 2017 to April 2025.
Where is Jacob Martin based?
Jacob Martin’s registered office is in Dublin, OH.
Is Jacob Martin registered with FINRA?
No. Jacob Martin has no current broker registration.
How can I verify Jacob Martin’s record?
Search CRD 6795940 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Martin’s full registration record.
