Jason Martin has been Senior Partner & Chief Investment Officer of AllGen Financial Advisors since March 2003, is a control person of the firm and directly owns between 50% and 75% of it. Jason Martin holds a Bachelor of Arts in Business Administration from the University of Central Florida.
Allgen Financial Advisors, Inc. is an Orlando, FL firm with $475M under management, 1,097 clients and 13 advisers in one office, as of its July 2026 filing.
Jason Martin is CIO, Co-Founder, and Principal at AllGen Financial Advisors, Inc., based in Orlando, Florida. With over 20 years of industry experience, he oversees the firm's investment management operations. Before joining AllGen, he was a broker at Charles Schwab.
- – present · 23 yearsOrlando, FL · Adviser representative · Firm CRD 126877
Professional designations
Listed by AllGen Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Market Technician® (CMT®)
- Certified Kingdom Advisor® (CKA®)
Investment adviser representative registrations
Jason Martin is registered as an investment adviser representative in Florida, since June 2003.
- FloridaSince 11 June 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 March 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 November 1999 |
| Series 7 | General Securities Representative Examination | 30 September 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Christopher Martin
- CRD
- 3259475
- Firm
- AllGen Financial Advisors · CRD 126877
- Role
- Senior Partner & Chief Investment Officer
- Office
- Orlando, FL
- Registration
- Investment adviser registration
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- allgenfinancial.com
Where does Jason Martin work?
Jason Martin has been Senior Partner & Chief Investment Officer of Allgen Financial Advisors, Inc. since March 2003, and is a control person of the firm.
Is Jason Martin a financial advisor?
Yes. Jason Martin has a current investment-adviser registration in Florida, through AllGen Financial Advisors since June 2003.
How many years of experience does Jason Martin have?
Jason Martin has 23 years in the financial industry, since June 2003, across 1 adviser firm.
What exams has Jason Martin passed?
Jason Martin has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1999.
Where is Jason Martin based?
Jason Martin’s registered office is in Orlando, FL.
Is Jason Martin registered with FINRA?
No. Jason Martin has no current broker registration.
Is Jason Martin a CFP?
AllGen Financial Advisors lists Jason Martin with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jason Martin, CFP®, CMT®, CKA® biography, allgenfinancial.com
How can I verify Jason Martin’s record?
Search CRD 3259475 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Martin’s full registration record.
