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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Allen Martinez is a financial advisor with Captrust, a registered investment advisor with offices in Raleigh, NC and Houston, TX. Jason has over 20 years of experience in the financial services industry and holds Series 7, 63, and 66 licenses. Jason specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and institutions. Jason has a strong track record of success in helping clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/08/2023 - Present
Captrust (Houston TX)
TX
04/18/2003 - 10/06/2021
MV SECURITIES GROUP, INC. (HOUSTON TX)
NY
03/22/2001 - 09/26/2001
MOMENTUM SECURITIES, L.L.C. (NEW YORK NY)
MN
12/09/1999 - 01/22/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/09/1999 - 01/22/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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