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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 Martinez is a financial advisor with Cetera Investment Advisers LLC in SAN ANTONIO, TX. Jason has been in the financial services industry since 2004. Jason has experience working with LPL Financial LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., MORGAN STANLEY & CO., INCORPORATED, MORGAN STANLEY DW INC., RAYMOND JAMES FINANCIAL SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jason is registered with FINRA and the state of Texas. Jason offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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2
TX
03/01/2019 - Present
Cetera Investment Advisers LLC (SAN ANTONIO TX)
TX
12/14/2012 - 03/27/2019
LPL FINANCIAL LLC (HOUSTON TX)
TX
10/01/2012 - 12/14/2012
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
03/18/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
04/02/2007 - 02/26/2008
MORGAN STANLEY & CO., INCORPORATED (SAN ANTONIO TX)
TX
12/01/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SAN ANTONIO TX)
TX
11/21/2005 - 11/21/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
NY
08/11/2004 - 11/08/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/7/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/16/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 8/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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