Jacob Martin

Jacob MartinAdvisor Transition Lead

Jacob Martin

Jacob ensures that all components of the transition run smoothly for advisors, clients, and the firm as a whole. He is fully committed to the process, serving as the dedicated point of contact for advisor teams and ensuring that both clients and advisors are equipped for success on day one.

With 8+ years in the financial services industry, Jacob specializes in transition processes and platform capabilities. He brings a deep understanding of the operations, training, and attention to detail needed to ensure successful onboarding of advisors and clients to Indivisible Partners.

In his previous role as Transition Lead at Sanctuary Wealth, Jacob helped transition 10+ teams to a multi-custodial platform, training them on the full functionality of platform integrations and custodian capabilities. In doing so, he helped support the transition of more than $5 billion in assets to these platforms.

Like our leadership, Jacob is passionate about playing an integral role in what he believes to be the best decision advisors can make: going independent. He’s committed to redefining the advisor experience and making Indivisible Partners a compelling choice for advisors seeking flexibility, autonomy, and entrepreneurial independence.

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