Jorge Martinez is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tigard, OR, with 13 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
13221 SW 68th Pkwy #460, Tigard, OR, 97223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jorge engages in fiduciary activities, such as acting as attorney-in-fact or trustee. He also has outside employment with Canda LLC, dedicating about a quarter of his time to this investment-related activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
Key Investment Services LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Farmers Financial Solutions, LLCBroker
State Registrations5 states
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.