JM
Jason Martin
Chief Investment Officer & Principal at Allgen Financial Advisors
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Work Experience
Chief Investment Officer & Principal
Mar 2003 - Present · 21 years and 9 months
Good Risk Reward, Inc.
Founder
Mar 2003 - Apr 2007 · 4 years and 1 months
Senior Broker
Jun 1999 - Oct 2002 · 3 years and 4 months
Company Details
AllGen Financial Advisors, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm committed to helping individuals, families, and small business owners maximize their financial resources. We are a team of trusted fiduciary advisors and financial coaches, each having an area of expertise that, when combined, provides all the direction and tools you need regardless of your stage in life or socioeconomic position to help you reach and maintain financial freedom. We provide highly tailored financial planning and investment management that helps you define where you currently are and where you want to be - your definition of Financial Freedom. Then we develop a course to get you there, managing and tracking your investments and financial progress along the way. Services we offer include: Financial planning Investment management Learn more about what we offer: https://www.allgenfinancial.com/services/financial-planning/ https://www.allgenfinancial.com/401k-rollover/ https://www.allgenfinancial.com/fiduciary-advisor/ https://www.allgenfinancial.com/april-2024-market-update-inflation-housing-prices-fed/ Check out some of our latest YouTube videos: Quarterly Webinar: https://www.youtube.com/watch?v=sGOOvACsPrE Market Update: https://www.youtube.com/watch?v=jcBRXGI3INY AllGen's Money MInute: https://www.youtube.com/watch?v=agkYKFFYcAg Take your wealth-building to the next level: https://www.allgenfinancial.com/contact-us/ Disclosure: allgenfinancial.com/regulatory/
Year Founded
2003
Social Media
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Industry
Financial Services
HQ Location
100 W. Lucerne Circle Suite 200 Orlando, FL 32801, US
Keywords
financial advisorfinancial advisorsretirementfinancial planning401k401(k)IRAFlorifinancial servicesfinancial planner
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