Jorge Martinez is a CFP-designated registered investment advisor, based in Tigard, OR, with 14 years of industry experience. Jorge is also registered as a broker, so some compensation may come from commissions on products sold.
Location
13221 SW 68th Pkwy #460, Tigard, OR, 97223
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Regulatory History
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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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 Registrations6 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.
Exams
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