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Jeremy Scot Martinson

Bamboo Wealth Strategies

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About Jeremy Scot Martinson

Jeremy Scot Martinson is a financial advisor with over 20 years of experience in the industry. Jeremy has worked for several firms over the years and is currently registered with Bamboo Wealth Strategies and Sovran Advisors, LLC in California. Jeremy has a strong background in financial planning, investment management, and business consulting. Jeremy holds the Series 66, Series 7, and Series 24 licenses and is also a Certified Financial Planner. Jeremy specializes in working with high-net-worth individuals, families, and charitable organizations.

Firm Information

Jeremy Martinson is currently registered with Bamboo Wealth Strategies. Bamboo Wealth Strategies is an investment advisory firm located in San Diego, California. They advise individuals, high-net-worth individuals, pension and profit sharing plans, and charitable organizations. The firm offers financial planning and portfolio management services. They have approximately $184 million in assets under management.
Bamboo Wealth Strategies

3131 CAMINO DEL RIO NORTH

SAN DIEGO, CA 92108

$184.24M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremy Martinson’s Registration & Firm History

CA

02/04/2014 - Present

Bamboo Wealth Strategies (SAN DIEGO CA)

CA

08/28/2014 - 04/30/2020

PURSHE KAPLAN STERLING INVESTMENTS (San Diego CA)

CA

01/11/2013 - 12/04/2013

NEW ENGLAND SECURITIES (WOODLAND HILLS CA)

CA

10/14/2002 - 12/04/2013

METLIFE SECURITIES INC. (LOS ANGELES CA)

CA

10/14/2002 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 11/08/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeremy Scot Martinson. Review regulatory record here.
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