Roxanna Martinez
Roxanna Martinez is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Montrose, CA, with 18 years of industry experience. Roxanna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
2314 Honolulu Avenue, Montrose, CA, 91020
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business Activities
Roxanna owns rental property in Los Angeles, CA, since 2018 and 2021. She dedicates minimal time to these activities.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
State Registrations19 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.