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Wells Fargo Advisors LLC

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Business Details

First Vice President - Investments


Regular Hours

Sat - SunClosed

General Info:
Our approach has always been to focus on what is best for our clients. We get to know our clients personally and financially before making any recommendations. After we understand your unique situation we make sure to educate you about what we recommended doing and why. Once we have implemented an investment plan we continue to monitor the progress and change the plan when you have new goals and priorities. With over 30 years of combined industry experience the Martin Financial Group is here to help you make the best investment and financial decisions for your unique situation. We look forward to hearing from you. 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. I needed more units to graduate so I decided to earn 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 an office of convenience in Brentwood. I spend almost all of my time at the Brentwood office and my father splits his time between Walnut Creek and Brentwood. The Brentwood office is located at 144 Continente Avenue Suite 180 Brentwood, CA 94513 (Office of Convenience) My Associate(s): Steven A. Drackert, Senior Registered Client Associate
Extra Phones:

CELL: (925) 381-0546

  • Financial Services
  • IRA Accounts
  • Investment Services
  • Mutual Funds
  • Retirement Planning
  • Stocks
•401(k), Bonds, ETF's, IRA, Mutual Funds, Stocks
Payment method:
Price Range:
Securities Registered in the following states: AL, CA, ID, IL, NC, NV, OR, SC Insurance licensed in the following states: CA (Lic. # 0B07598) JEFFREY MARTIN: Financial Advisor: Wells Fargo Advisors, LLC
Walnut Ctr

Wells Fargo Advisors, LLC

Stock & Bond Brokers, Investment Securities, Financial Planning Consultants, Investments, Mutual Funds, Financial Services

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Wells Fargo Advisors LLC

144 Continente AveBrentwoodCA 94513

(925) 513-9146

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Wells Fargo Advisors LLC

144 Continente AveBrentwoodCA 94513

(925) 513-9146

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