JM
JM

Jennifer Martinez

37 Years of Experience
Dallas, TX
Broker

Jennifer Martinez is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5956 Sherry Lane, Suite 1900, Dallas, TX, 75225

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
January 2009 - February 2013 · 4 yrs 1 mo
Morgan Keegan & Company, INC.
January 2009 - February 2013 · 4 yrs 1 mo
Citigroup Global Markets INC.
July 1993 - February 2009 · 15 yrs 7 mos
Citigroup Global Markets INC.Broker
July 1993 - February 2009 · 15 yrs 7 mos
Lehman Brothers INC.Broker
January 1989 - July 1993 · 4 yrs 6 mos
State Registrations18 states
ARCACOFLGAIDILMENCNMNYOHOKPATNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.