Joseph Thomas Martinez
Investment adviser representative at Krilogy
11 yearsExperience
1 stateRegistered in
CFADesignation
$5.2BFirm assets
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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
11 years in the industry.
- KrilogySep 2023 to now
- Krilogy Financial, LLCSep 2023 to now
- Phlox Capital Management, LLCJul 2015 to Sep 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Krilogy
Legal name: Krilogy Financial LLC
$5.2BAssets managed
3,204Clients
63Advisers
17 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
- 2429766
- Firm CRD
- 149046