DFX Intelligence

Data Factory

RIA / WealthAdvisor23 years in industry

JASON WILLIAM MARTIN

Advisor at BLUESPRING WEALTH MANAGEMENT, LLC

AUSTIN, TX | ROSEVILLE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d929d6e-1ac5-5ff8-0b46-a1b9932baa5d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Aug 4, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BLUESPRING WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 24, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Sep 24, 2002
First registration: Aug 4, 2003
Dual registered: no
Other names: JASON WILLIAM MARTIN|JASON W MARTIN
IAPD individual key: 4567691

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLUESPRING WEALTH MANAGEMENT, LLC	Independent wealth	May 20, 2026	n/a	yes	ROSEVILLE, CA\|AUSTIN, TX	Current employment
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.	Former SEC adviser	Mar 4, 2026	Jun 8, 2026	no	Roseville, CA\|WALNUT CREEK, CA	Previous registration
CAPITAL PLANNING ADVISORS LLC	Former SEC adviser	Jan 5, 2024	Jun 8, 2026	no	ROSEVILLE, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 3, 2023	Jan 8, 2024	no	Sacramento, CA	Previous registration
COMERICA SECURITIES	Former SEC adviser	Jan 26, 2016	Nov 3, 2023	no	SACRAMENTO, CA\|SAN FRANCISCO, CA\|SACRAMENTO, CA\|SACRAMENTO, CA\|COSTA MESA, CA\|SACRAMENTO, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 15, 2013	Feb 9, 2016	no	PITTSBURG, CA\|ST HELENA, CA\|NAPA, CA\|SAN RAFAEL, CA\|BERKELEY, CA\|SAN FRANCISCO, CA\|HERCULES, CA\|SACRAMENTO, CA\|EL DORADO HILLS, CA\|ROSEVILLE, CA\|HERCULES, CA\|EL DORADO HILLS, CA\|EL SOBRANTE, CA\|NAPA, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 3, 2010	Jun 24, 2013	no	ROSEVILLE, CA	Previous registration
WADDELL & REED	Former SEC adviser	Dec 19, 2008	May 4, 2010	no	SACRAMENTO, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 1, 2005	Sep 25, 2007	no	SACRAMENTO, CA\|ROSEVILLE, CA\|WORCESTER, MA\|WESTBOROUGH, MA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Oct 20, 2004	Oct 25, 2005	no	OXFORD, MA	Previous registration
QUICK & REILLY, INC.	n/a	Aug 4, 2003	Oct 20, 2004	no	WORCESTER, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL PLANNING ADVISORS LLC	BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.	Jun 8, 2026	Mar 4, 2026	-96	Firm change after gap	RIA to RIA
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.	BLUESPRING WEALTH MANAGEMENT, LLC	Jun 8, 2026	May 20, 2026	-19	Firm change	RIA to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	CAPITAL PLANNING ADVISORS LLC	Jan 8, 2024	Jan 5, 2024	-3	Firm change	Ibd to RIA
COMERICA SECURITIES	AMERIPRISE FINANCIAL SERVICES, LLC	Nov 3, 2023	Nov 3, 2023	0	Bulk transfer	RIA to ibd
LPL FINANCIAL LLC	COMERICA SECURITIES	Feb 9, 2016	Jan 26, 2016	-14	Firm change	Other
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Jun 24, 2013	Jul 15, 2013	21	Firm change	Other
WADDELL & REED	WELLS FARGO ADVISORS	May 4, 2010	May 3, 2010	-1	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WADDELL & REED	Sep 25, 2007	Dec 19, 2008	451	Firm change after gap	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 25, 2005	Nov 1, 2005	7	Firm change	Other
QUICK & REILLY, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Oct 20, 2004	Oct 20, 2004	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
107326:152667:CA:2026-06-08	Jun 8, 2026	May 20, 2026	WALNUT CREEK, CA	Firm change
170266:107326:CA:2026-06-08	Jun 8, 2026	Mar 4, 2026	ROSEVILLE, CA	Firm change after gap

Relationships

Registered with (11)

→ BLUESPRING WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 20, 2026 to presentfactForm ADV
→ BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.Registered adviserregistration: previous registration
Mar 4, 2026 to Jun 8, 2026factForm ADV
→ CAPITAL PLANNING ADVISORS LLCRegistered adviserregistration: previous registration
Jan 5, 2024 to Jun 8, 2026factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 3, 2023 to Jan 8, 2024factForm ADV
→ COMERICA SECURITIESRegistered adviserregistration: previous registration
Jan 26, 2016 to Nov 3, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 15, 2013 to Feb 9, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 3, 2010 to Jun 24, 2013factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Dec 19, 2008 to May 4, 2010factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 1, 2005 to Sep 25, 2007factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Oct 20, 2004 to Oct 25, 2005factForm ADV
→ QUICK & REILLY, INC.Registered adviserregistration: previous registration
Aug 4, 2003 to Oct 20, 2004factForm ADV

Dated events

Occurred
Jun 8, 2026
Advisor changed firm
Jason William Martin left Bedell Frazier Investment Counselling, Llc. for Bluespring Wealth Management, Llc (registered 2026-05-20)
Form ADVobserved 6 days ago
Occurred
Jun 8, 2026
Advisor changed firm
Jason William Martin left Capital Planning Advisors Llc for Bedell Frazier Investment Counselling, Llc. (registered 2026-03-04)
Form ADVobserved 6 days ago
Occurred
Jan 8, 2024
Advisor changed firm
Jason William Martin left Ameriprise Financial Services, Llc for Capital Planning Advisors Llc (registered 2024-01-05)
Form ADVobserved 6 days ago