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.

Current firm

KEELER & NADLER FAMILY WEALTH

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

Dec 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

May 25, 2017

Dual registered

no

Other names

Jacob Palmer Martin|Jake Palmer Martin|Jacob P Martin

IAPD individual key

6795940

• Occurred

  May 22, 2025
  Advisor changed firm

  Jacob Palmer Martin left Northavenue Llc for Keeler & Nadler Family Wealth (registered 2025-07-02)

  Form ADVobserved 5 days ago
• Occurred

  Apr 17, 2025
  Advisor changed firm

  Jacob Palmer Martin left The Joseph Group Capital Management for Northavenue Llc (registered 2025-04-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c4a7f4e8-8eed-0a0c-78f6-e2003f25afcd

First observed

May 25, 2017

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.