JS
Jeremy Scot Martinson
CRD 4587392
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Spectrum Planning & Advisory Services Inc. | Registered representative | 07/20/2026 |
| Sovran Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Sovran Advisors, Llc
President And Cfo · Less than 5% · Oct 2024
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Sovran Advisors, Llc
President And Cfo · 25% – 50% · Oct 2024
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Spectrum Planning & Advisory Services Inc.
Chief Financial Officer · 25% – 50% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗