Jarrod Christopher Martinez
Investment adviser representative at Ascentis Independent Advisors, LLC
16 yearsExperience
1 stateRegistered in
$2.1BFirm assets
4 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Ascentis Independent Advisors, LLCOct 2026 to now
- Peak Brokerage Services, LLCOct 2026 to now
- Capital Waypoint, LLCMay 2017 to now
- Concurrent Advisors Fresno, LLCJan 2021 to Mar 2023
- Waypoint Flying, LLCOct 2018 to Jan 2022
- Raymond James Financial Services Advisors Inc.May 2017 to Oct 2026
- Raymond James Financial Services,incMay 2017 to Oct 2026
- Concurrent AdvisorsMay 2017 to Mar 2023
- Next Retirement Services, LLCMay 2017 to Feb 2023
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Advisors LLCMay 2010 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ascentis Independent Advisors, LLC
$2.1BAssets managed
2,815Clients
51Advisers
4 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
- 2537376
- Firm CRD
- 322879