In mybookServices Collection (edit)
Added to your services collection.
Removed From mybook!

We took this business out of your services collection.

Wells Fargo Advisors LLC

Add to mybook

This listing has been
added to mybook.

This listing has been
removed from mybook.

Business Details

First Vice President - Investments

Hours:

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

Services/Products:
  • Financial Services
  • IRA Accounts
  • Investment Services
  • Mutual Funds
  • Retirement Planning
  • Stocks
Brands:
•401(k), Bonds, ETF's, IRA, Mutual Funds, Stocks
Payment method:
check
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
Location:
Walnut Ctr
AKA:

Wells Fargo Advisors, LLC

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

More »

Less »

Map & Directions
More About the Business
Contact Us For Information
Send to Phone
Wells Fargo Advisors LLC

144 Continente AveBrentwoodCA 94513

(925) 513-9146

Send this business listing as a text message to a mobile phone.

Cancel

Your text message was sent.

To opt out at anytime, send the word STOP to YP411.

To get a help message, send the word HELP to YP411.

There was an error sending your text.

Please try again.

Terms: The recipient of this text message may incur charges depending on their wireless carrier. Not all carriers are currently supported.

E-Mail
Message Business

What would you like to know?

Cancel

Sorry!

We were unable to send your message. Please try again later.

Add a Photo
Wells Fargo Advisors LLC

144 Continente AveBrentwoodCA 94513

(925) 513-9146

  • Photos should be in .gif, .jpg, or .png format
  • Photos should represent this business (ex. storefront, interior, services/amenities offered, etc.)
  • Photos must not be of an objectionable nature (offensive, profane, pornographic, obscene, etc.)
  • All photos submitted are subjected to YP Terms of Service
Add a New Collection
Oops! There was a problem saving the new custom collection.
Please try again.
Collection Name cannot be empty
Upload a Photo
(optional)

Remaining Characters: 100

Remaining Characters: 500

Cancel
Save
We just redesigned yp.com! Do you like it?
× Not a Fan

× Thank You!

Feedback