Jason Martin, CFP®, CMT, CIO and Co-Founder

Jason Martin, CFP®, CMT®, is CIO, Co-Founder, and Principal at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. 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 worked as a broker for Charles Schwab, educating clients and employees on stock trading 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 also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Market Technician® certifications and Series 65 License. Jason is an active member of Discovery Church as a volunteer leader of their stewardship efforts. Additionally, he serves as the 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.

Credentials