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Joseph Anthony Martinez

Bison Wealth, LLC

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About Joseph Anthony Martinez

Joseph Anthony Martinez is an Investment Advisor Representative at Bison Wealth, LLC, and has been with the firm since March 2023. Joseph has been in the industry since June 2006 and is registered with the state of Florida. Joseph has passed the Uniform Investment Adviser Law Examination (Series 65) and has experience in various roles, including business development executive and passive real estate investments. The firm is located in Atlanta, Georgia and also has a branch office in Gainesville, Florida. Bison Wealth, LLC specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm has a regulatory AUM of over $1.6 billion.

Firm Information

Joseph Martinez is currently registered with Bison Wealth, LLC. Bison Wealth, LLC is an investment advisor headquartered in Atlanta, Georgia. The firm manages over $1.6 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. Bison Wealth provides a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. They are registered with the SEC and have a team of 33 investment advisor representatives.
Bison Wealth, LLC

3550 LENOX ROAD NE

ATLANTA, GA 30326

$1.61B

Assets Under Management

Not reported

Total Clients

40

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Joseph Martinez’s Registration & Firm History

FL

05/04/2023 - Present

Bison Wealth, LLC (GAINESVILLE FL)

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Licenses & Designations

IA

Issued 03/23/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Anthony Martinez.
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