Jeffrey Martin has been President and Chief Compliance Officer of KDM Wealth Management since July 2005, is a control person of the firm and directly owns 75% or more of it. Jeffrey Martin holds a Bachelor of Science from the University of Georgia.
KDM Wealth Management Inc. is a Geneva, IL firm with $112M under management, 149 clients and 3 advisers in one office, as of its August 2026 filing.
Jeff Martin is the founder of KDM Wealth Management. He worked at Acxiom Corporation in technical, sales and leadership roles for 17 years, then joined Webb Financial Advisors to open and serve as Managing Partner of its Geneva, IL office. He formed KDM Wealth Management in January 2010, moving his clients from Webb Financial Advisors to the new firm.
Jeffrey Martin’s longest registration is the current one, 16 years at KDM Wealth Management since 2010. Before joining KDM Wealth Management in 2010, Jeffrey Martin was registered through Hieser Webb Capital Management and Webb Financial Advisors.
- KDM Wealth Management Inc.Current– present · 16 yearsGeneva, IL · Adviser representative · Firm CRD 152002
- Hieser Webb Capital Management– · 2 yearsCarmel, IN · Adviser representative · Firm CRD 146233
- Webb Financial Advisors– · 2 yearsGeneva, IL · Adviser representative · Firm CRD 122658
Professional designations
Listed by KDM Wealth Management
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
Jeffrey Martin is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2010; the most recent is Texas, in March 2017.
- IllinoisSince 4 January 2010
- TexasResidentSince 16 March 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 September 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Fuller Martin
- CRD
- 5040957
- Firm
- KDM Wealth Management · CRD 152002
- Role
- President and Chief Compliance Officer
- Office
- 321 STEVENS STREET, SUITE R, Geneva, IL 60134
- Registration
- Investment adviser registration
- In the industry since
- October 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kdmwealth.com
Where does Jeffrey Martin work?
Jeffrey Martin has been President and Chief Compliance Officer of KDM Wealth Management Inc. since July 2005, and is a control person of the firm.
Is Jeffrey Martin a financial advisor?
Yes. Jeffrey Martin has a current investment-adviser registration in Illinois and Texas, through KDM Wealth Management since January 2010.
How many years of experience does Jeffrey Martin have?
Jeffrey Martin has 21 years in the financial industry, since October 2005, across 3 adviser firms.
What exams has Jeffrey Martin passed?
Jeffrey Martin passed the Series 65 in September 2005.
Where did Jeffrey Martin work before KDM Wealth Management?
Before KDM Wealth Management, Jeffrey Martin was registered through Webb Financial Advisors, October 2005 to February 2008.
Where is Jeffrey Martin based?
Jeffrey Martin’s registered office is in Geneva, IL.
Is Jeffrey Martin registered with FINRA?
No. Jeffrey Martin has no current broker registration.
How can I verify Jeffrey Martin’s record?
Search CRD 5040957 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Martin’s full registration record.