Jared A Martin

CFP

Innovest Portfolio Solutions LLC

25 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Innovest Portfolio Solutions LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

439 clients

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

Location

7979 E. Tufts Ave., Suite 1700, Denver, CO, 80237

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History

Regulatory History

Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Innovest Portfolio Solutions LLC

June 2016 - Present · 9 yrs 8 mos

Previous Registrations

ICMA Retirement CORP

September 2007 - June 2016 · 8 yrs 9 mos

Icma-Rc Services, LLCBroker

January 2005 - June 2016 · 11 yrs 5 mos

Foresters Equity Services, INC.Broker

July 2003 - December 2004 · 1 yr 5 mos

Jackson National Life Distributors, INC.Broker

February 2002 - July 2003 · 1 yr 5 mos

Nylife Securities INC.Broker

September 2000 - January 2002 · 1 yr 4 mos

State Registrations4 states

CACOFLTX

Advisor

Exams

No exam information available for this advisor.