Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Christopher Martinez is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Jarrod has been in the financial services industry since 1994 and is currently registered with FINRA and the state of California, Texas. Jarrod is licensed to provide investment advice to individuals, businesses, and institutions. In addition to his role at Raymond James, Jarrod also owns and operates several other businesses, including Red Dog Investment Group, SWG Holding, and SWG Holdings LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
10/29/2018 - Present
Raymond James Financial Services Advisors, Inc. (Fresno CA)
CA
05/19/2010 - 05/09/2017
WELLS FARGO CLEARING SERVICES, LLC (VISALIA CA)
CA
10/23/2009 - 05/25/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)
CA
04/28/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FRESNO CA)
CA
05/02/2001 - 05/07/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
06/27/1995 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
09/02/1994 - 04/13/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 03/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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