JM
JM

Joel David Martin

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
3,487 clients
Average Client Portfolio
$176K average
Assets Under Management
$614.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

101 Normandy Road, Suite 101, Casselberry, FL, 32707

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Joel is involved in several business activities, including Mangrove Financial Group (a financial planning firm offering securities and insurance products, taking nearly full-time), Mangrove Tax and Accounting (20% owner, a few hours per week), Mangrove Insurance (owner/partner, a few hours per week), and Mangrove Property & Casualty (20% owner, a few hours per week). He also owns Martin Equities Inc (real estate office space, a few hours per week), is a board member of The Azalea Youth Soccer League, Inc. (minimal time), and owns Mangrove Mountain Properties, LLC (vacation rental, minimal time).

Employment History
Current Registrations
G. A. Repple & Company
January 2008 - Present · 18 yrs 1 mo
G. A. Repple & CompanyBroker
February 2005 - Present · 21 yrs
Previous Registrations
Franklin/templeton Distributors, INC.Broker
March 2000 - February 2005 · 4 yrs 11 mos
State Registrations31 states
ALARAZCACOCTFLGAIAILKSKYMAMDMEMIMNMOMSNCNJOKORRISCTNTXVAWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.