Jeremy Vaught has been CCO of Martinsen Wealth Management since July 2024, is a control person of the firm and directly owns under 5% of it.
Martinsen Wealth Management, LLC is a Tempe, AZ firm with $143M under management, 366 clients and 7 advisers across 3 offices, as of its June 2026 filing.
Jeremy Vaught’s longest registration was 6 years at Ameriprise Financial Services, LLC (2016–2022). Before joining Martinsen Wealth Management in 2024, Jeremy Vaught was registered through First Advisors National, LLC and Prudential Financial Planning Services.
- Martinsen Wealth ManagementCurrent– present · 2 yearsTempe, AZ · Adviser representative · Firm CRD 332433
- First Advisors National, LLC– · under a yearApache Junction, AZ · Adviser representative · Firm CRD 166212
- Prudential Financial Planning Services– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 5685
- Ameriprise Financial Services, LLC– · 6 yearsMesa, AZ · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Jeremy Vaught is registered as an investment adviser representative in Arizona, since August 2024.
- ArizonaSince 23 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 August 2016 |
| Series 7 | General Securities Representative Examination | 1 August 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeremy Lane Vaught
- CRD
- 6618086
- Firm
- Martinsen Wealth Management · CRD 332433
- Role
- CCO
- Office
- 7855 S. RIVER PARKWAY, SUITE 201, Tempe, AZ 85284
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeremy Vaught work?
Jeremy Vaught has been CCO of Martinsen Wealth Management, LLC since July 2024, and is a control person of the firm.
Is Jeremy Vaught a financial advisor?
Yes. Jeremy Vaught has a current investment-adviser registration in Arizona, through Martinsen Wealth Management since August 2024.
How many years of experience does Jeremy Vaught have?
Jeremy Vaught has 10 years in the financial industry, since September 2016, across 4 adviser firms.
What exams has Jeremy Vaught passed?
Jeremy Vaught has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2016. FINRA credited Jeremy Vaught with the SIE, which began in October 2018.
Where did Jeremy Vaught work before Martinsen Wealth Management?
Before Martinsen Wealth Management, Jeremy Vaught was registered through Prudential Financial Planning Services, November 2022 to February 2024; Ameriprise Financial Services, LLC, August 2016 to November 2022.
Where is Jeremy Vaught based?
Jeremy Vaught’s registered office is in Tempe, AZ.
Is Jeremy Vaught registered with FINRA?
No. Jeremy Vaught has no current broker registration.
How can I verify Jeremy Vaught’s record?
Search CRD 6618086 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Vaught’s full registration record.
