Martin Jeffrey Lombrano
Investment adviser representative at Miramontes Capital, LLC
19 yearsExperience
1 stateRegistered in
$396.9MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Miramontes Capital, LLCJan 2026 to now
- Balanced Security Planning, Inc.Feb 2024 to now
- Miramontes Capital, LLC dba Primary AdvisorsSep 2023 to now
- Balanced Security Planning, Inc.Aug 2023 to Aug 2023
- Wealth Management Solution, LLCMay 2021 to Nov 2023
- Financial Advocates Investment ManagementNov 2017 to Aug 2021
- LPL Financial, LLCSep 2007 to Feb 2024
- Pence Wealth Management CorporationAug 2007 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Miramontes Capital, LLC
$396.9MAssets managed
744Clients
11Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2216040
- Firm CRD
- 264786