Unclaimed
Jesse Martinez is a registered representative with J.P. Morgan Securities LLC, with a current registration scope that includes Broker-Dealer and Investment Advisor. Jesse joined the firm in 2012, and prior to that, was with Chase Investment Services Corp. Jesse holds several licenses, including Series 7, Series 6, Series 63, and Series 66. Jesse Martinez specializes in providing financial advice to a variety of clients, including individuals, corporations, and high-net-worth individuals. Jesse is committed to providing clients with personalized financial advice and helping them 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
DC
04/26/2019 - Present
J.p. Morgan Securities LLC (Washington DC)
NY
10/01/2012 - 06/12/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
TX
10/24/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
BOTH
Issued 04/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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