Jason Marty

from 401k Investment Professionals
SEC regulated
Regulated Investment Advisor
Jason Marty is a financial advisor based in Wisconsin, Waunakee, with 16 years of experience. Jason currently works for 401k Investment Professionals. Jason maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jason Marty works at 401k Investment Professionals
401k Investment Professionals is a financial advisory firm based in Waunakee, Wisconsin. It currently has approximately $192,000,000 of assets under management and employs about 4 people. 401k Investment Professionals uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and selection of other advisers.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and selection of other advisers
Office location
114 E. Main St., Suite 213, Waunakee, Wisconsin, 53597

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