Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Martinez is a registered Investment Advisor Representative with AWM Capital, LLC. Jillian is a highly experienced financial professional with a passion for helping clients achieve their financial goals. Jillian specializes in providing financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles. Jillian is dedicated to providing personalized and tailored financial advice that meets the unique needs of each client.
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.
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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CA
10/28/2024 - Present
AWM Capital, LLC (Pasadena CA)
IA
Issued 02/17/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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