Jason Martin, CFP®, CMT®, CKA®, is CIO, Co-Founder, and Principal at AllGen Financial Advisors, Inc. With over 20 years of industry experience and a passion for helping people reach their full potential in life, Jason oversees the firm’s investment management operations. Before joining AllGen, Jason was a broker for Charles Schwab’s most affluent and active clientele, where he educated both clients and fellow employees on buying and selling stocks using technical and fundamental analysis strategies.
A native of Orlando, Jason holds a Bachelor of Arts in Business Administration from the University of Central Florida and is a Lifework Leadership graduate. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Market Technician® (CMT®), holds the Certified Kingdom Advisor® (CKA®) designation, and holds the Series 65 license.
Jason is an active member of Discovery Church, where he volunteers as a leader of its stewardship efforts. He also serves as Chairman of the Foundation Board of the Orlando Union Rescue Mission (OURM) Foundation and has facilitated over 30 Financial Peace University, Legacy Journey, and Compass Biblical Stewardship studies.
Outside of work, Jason enjoys fishing, hunting, surfing, soccer, hiking, and traveling with his wife and three kids. Fluent in Portuguese and “Portuñol” (a mix of Portuguese and Spanish), he continues his family’s long history in Central Florida, dating back to his sixth-generation grandfather, who came to the area as a U.S. Army Indian Scout in the late 1800s.
To learn more about Jason, connect with him on LinkedIn.
AllGen Financial Advisors, Inc. is an independent, fee-based Registered Investment Advisor firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses make the most of their financial resources through financial planning and investment management.