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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Martinez is an investment advisor representative with World Investment Advisors, LLC. Jonathan Martinez has been a registered investment advisor representative since 2019 and is registered in California. Jonathan Martinez is also a Series 65 licensed professional. Jonathan Martinez has experience at World Investment Advisors, LLC, BPM Advisors, BPM Advisors, Inc. and LPL FINANCIAL, LLC.
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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CA
01/03/2019 - Present
World Investment Advisors, LLC (Irvine CA)
IA
Issued 10/26/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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