J

Jake Martin's
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Current Position:

Financial Advisor at Keeler & Nadler Family Wealth

Experience:

17 years

Location:

Columbus, Ohio, United States

How to contact Jake Martin

Last updated:2025-09-23
emailm*********e@keelernadler.com
phone+1-***-***-2738
LinkedIn
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Analytics

According to LinkedIn Jake Martin started working on 2008, then the employee has changed 7 companies and 11 jobs. On average, Jake Martin works for one company for 1 year 5 months. Jake Martin has been working as a Financial Advisor for Keeler & Nadler Family Wealth for 122 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Financial Advisor at Keeler & Nadler Family Wealth

Jun 2025 - Current

Lead Advisor at NorthAvenue Financial Advocates

Apr 2025 - May 2025

Client Advisor and Team Lead at The Joseph Group Capital Management

Jul 2024 - Apr 2025

Client Advisor at The Joseph Group Capital Management

Jan 2017 - Jun 2024

Support Advisor at The Joseph Group Capital Management

Dec 2013 - Dec 2016

Personal Banker at JPMorgan Chase

Feb 2013 - Dec 2013

Sales and Service Associate at JPMorgan Chase

Jun 2012 - Feb 2013

Teller at JPMorgan Chase

Nov 2010 - Jun 2012

Barista at Starbucks

Aug 2010 - Aug 2011

International Consultant at Torplas

Mar 2010 - Aug 2010

10th Grade English Teacher at Nuevo Mundo

Mar 2010 - Jun 2010

AmeriCorps Volunteer Crew Leader at Habitat for Humanity International

Sep 2008 - Jul 2009

Education

Bachelor of Business Administration with Honors at University of Wisconsin -- Madison

Current Company Information Keeler & Nadler Family Wealth

Name: Keeler & Nadler Family Wealth

Speciality: Investment Management, Retirement Planning - CFPs On Staff, Estate Planning - Attorney On Staff, Tax Planning - CPA On Staff, Financial Planning, Wealth Management, 401(k)

Location: Dublin, Ohio, United States

Employees: 1-10

Description: Keeler & Nadler Family Wealth is an advisory firm that offers financial planning, wealth management, and retirement plan advisory services....

Skills

Financial Advisory, Outlook, Microsoft Office, Retirement Planning, Spanish, Leadership, Tax Planning, Excel, Sales Support, Microsoft Word, Client Services, Independent Financial Advice, Word, Estate Planning, Investment Management, Customer Service, Education Planning, Certified Financial Planner, Insurance Planning, Customer Relationship Management (CRM), Financial Planning, Teaching Experience

Frequently Asked Questions

How long has Jake Martin been working as a Financial Advisor?

Jake Martin's total experience in various companies as a Financial Advisor 4 months.

What is Jake Martin's minimum period of employment in the companies?

Jake Martin's minimum period of employment in various companies is 1 month.

What is Jake Martin's average duration of employment for different companies?

On average, Jake Martin works for one company for 1 year 6 months

What industries has Jake Martin worked in?

Jake Martin works in the Financial Services. Previously, Jake Martin worked in the Retail, and Leisure, Travel & Tourism, and Nonprofit Organization Management.

What positions has Jake Martin held before?

Previously, Jake Martin worked as a Lead Advisor, and Client Advisor and Team Lead, and Client Advisor, and Support Advisor, and Personal Banker.

How do I contact Jake Martin?

Jake Martin's email address is m*********e@keelernadler.com, phone number is +1-***-***-2738. Sign up to get contact details.

Who is the President/CEO/Director of the Keeler & Nadler Family Wealth?

The President/CEO/Director of the Keeler & Nadler Family Wealth is TJ Burkett

Who are Jake Martin's peers at other companies?

Jake Martin's peers at other companies are Kelley Yang and Mathew and Joseph Warner
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Jake Martin Namesakes

Name
Company
Position
J
Senior Business Analyst, Control Partner Testing
J
Tier 2 Technical Support Lead
J
Mechanical Engineer
J
Virtual Customer Service Representative
J
Communications Manager
J
Central Mobile Welding Ltd.
Owner/General Manager
J
Patient Care Coordinator
J
Jake Martin Photography
Owner/Founder

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