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Joseph Martinez

Raymond James Financial Services Advisors, INC
24 Years of Experience
Nashville, TN
1 DisclosureBroker
View SEC Summary
View SEC Summary

Joseph Martinez is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 24 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

20 Burton Hills Blvd, Suite 450, Nashville, TN, 37215

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joseph is a partner in Aerobuild/Coast since 2019, dedicating minimal time to quarterly discussions. He is also a partner in Charming Tradesman, LLC and Cucina e Vino, dedicating minimal time to each, where his wife will be consulting and working in the restaurant.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2024 - Present · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2016 - February 2024 · 7 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
June 2016 - February 2024 · 7 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
May 2011 - June 2016 · 5 yrs 1 mo
U.S. Bancorp Investments, INC.
May 2011 - June 2016 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
September 2008 - May 2011 · 2 yrs 8 mos
Ameriprise Financial Services, INC.Broker
September 2008 - May 2011 · 2 yrs 8 mos
Wachovia Securities, LLC
July 2008 - September 2008 · 2 mos
Wachovia Securities, LLCBroker
July 2008 - September 2008 · 2 mos
Suntrust Investment Services, INC.
August 2006 - June 2008 · 1 yr 10 mos
Suntrust Investment Services, INC.Broker
August 2006 - June 2008 · 1 yr 10 mos
Banc of America Investment Services, INC.Broker
October 2001 - June 2006 · 4 yrs 8 mos
State Registrations22 states
ALAZCACODCFLGAILKYLAMDMEMONCNVNYPASCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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