James Martinus is a CFP, ChFC-designated registered investment advisor, based in Austin, TX, with 16 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a co-owner of Heritage Wealth Management, LLC, which facilitates securities, advisory, and insurance business, and spends about 5% of his time on this. He also sells fixed insurance under the same name and co-owns rental property, spending minimal time on the latter.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 states
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