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JESSE CHARLES MARTIN
CRD#: 3166712
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Investment Adviser
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Previous Broker
APPLETON PARTNERS, INC.CRD#: 110049 ONE POST OFFICE SQUARE
5TH FLOOR
BOSTON, MA 02109
Registration History
20002002200420062008201020122014201620182020202220242026IAAPPLETON PARTNERS, INC. (CRD# 110049)2022 - Present (2 years)BHARTFORD FUNDS DISTRIBUTORS, LLC (CRD# 45995)2014 - 2021 (7 years)BAMERICAN CENTURY INVESTMENT SE... (CRD# 17437)2004 - 2014 (9 years)BMFS/SUN LIFE FINANCIAL DISTRIB... (CRD# 5496)2003 - 2004 (1 year)BMFS FUND DISTRIBUTORS, INC. (CRD# 31052)1999 - 2003 (3 years)BSUMMIT FINANCIAL SERVICES GROU... (CRD# 7246)1999 - 1999 (<1 year)
License(s)

State Registrations

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Massachusetts 3/24/2022

Current Registration(s)
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APPLETON PARTNERS, INC. (CRD#:110049)
ONE POST OFFICE SQUARE 5TH FLOOR, BOSTON, MA 02109
Registered with this firm since 3/24/2022

Previous Registration(s)
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11/17/2014 - 12/06/2021 HARTFORD FUNDS DISTRIBUTORS, LLC (CRD#:45995) WAYNE, PA
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11/16/2004 - 10/27/2014 AMERICAN CENTURY INVESTMENT SERVICES INC. (CRD#:17437) NEW YORK, NY
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02/25/2003 - 10/25/2004 MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (CRD#:5496) WELLESLEY HILLS, MA
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10/08/1999 - 03/04/2003 MFS FUND DISTRIBUTORS, INC. (CRD#:31052) BOSTON, MA
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03/21/1999 - 09/08/1999 SUMMIT FINANCIAL SERVICES GROUP, INC. (CRD#:7246) BETHLEHEM, PA
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Disclosures
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