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Jason Martin

Jason Martin, CFP®, CMT

CIO & Co-Founder
martin@allgenfinancial.com

About Jason

  • Co-Founder and Principal of AllGen Financial Advisors, Inc.
  • A native of Orlando
  • In charge of Investment Management operations at AllGen
  • Passionate about helping people reach their full potential in life and especially in the area of finances
  • Active member of Discovery Church, where he helps lead the stewardship efforts of the church

Credentials

  • A Certified Financial Planner™ (CFP®) practitioner, Chartered Market Technician (CMT), Series 65 Licensee with over 20 years industry experience
  • Prior to AllGen, Jason was a broker for Charles Schwab’s most affluent and active clientele and helped educate both clients and other employees how to buy and sell stocks using technical and fundamental analysis strategies
  • Chairman of the board of the Orlando Union Rescue Mission (OURM) Foundation
  • Has facilitated over 20 Financial Peace University, Legacy Journey and Compass Biblical Stewardship studies
  • Bachelor of Arts in Business Administration, University of Central Florida
  • Lifework Leadership Graduate

Just for Fun

  • His 6th generation grandfather came to Central Florida as a US Army Indian Scout in the late 1800’s
  • Enjoys fishing, hunting, surfing, soccer, hiking and traveling with his wife and three kids
  • Fluent in Portuguese and “Portuñol” – He tries to speak Spanish, but sounds like a Brazilian