JM
JM

Jami Martorana

20 Years of Experience
Phoenix, AZ
Broker

Jami Martorana is a registered investment advisor, based in Phoenix, AZ, with 20 years of industry experience.

Location

1702 E Highland Ave Ste 204, Phoenix, AZ, 85016

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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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Other Business Activities

Jami co-owns rental property and is a 50% owner of Nicholas Doyle LLC, an LLC for tax purposes. Jami is also a 50% owner of Matter Wealth Advisors, a DBA for Cetera Business, dedicating full-time hours to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2020 - Present · 5 yrs 9 mos
Cetera Investment Services LLC
August 2020 - Present · 5 yrs 9 mos
Cetera Investment Services LLCBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Cetera Investment Services LLCBroker
June 2019 - August 2020 · 1 yr 2 mos
Cetera Investment Advisers LLC
June 2019 - August 2020 · 1 yr 2 mos
Foresters Advisory Services, LLC
February 2013 - June 2019 · 6 yrs 4 mos
Foresters Financial Services, INC.Broker
May 2005 - June 2019 · 14 yrs 1 mo
State Registrations37 states
AKALARAZCACOCTDCFLGAIDILINKSKYLAMDMIMNMOMSMTNCNENJNMNVNYOHOKPASCTNTXUTVAWA
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.
Jami Martorana - Financial Advisor | TrueAdvisor