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Martina Arelis Jimenez sperry

Investment adviser representative at Kovack Advisors, Inc.
10 yearsExperience
2 statesRegistered in
$6.3BFirm assets
22 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Kovack Advisors, Inc.Jul 2026 to now
  2. Kovack Securities, Inc.Jul 2026 to now
  3. American United LifeMar 2024 to now
  4. One America SecuritiesMar 2024 to Jun 2026
  5. UnemployedSep 2023 to Feb 2024
  6. J.P. Morgan Securities LLCMar 2021 to Aug 2023
  7. Centurio Wealth, LLCJul 2020 to Mar 2021
  8. Securian Financial Services, IncJul 2020 to Mar 2021
  9. UnemployedMar 2020 to Jun 2020
  10. Pruco Securities, LLC.Aug 2016 to Feb 2020
  11. Prudential FinancialAug 2016 to Feb 2020

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Kovack Advisors, Inc.

$6.3BAssets managed
13,293Clients
258Advisers
22 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
4527728
Firm CRD
140808
Advisor's SEC record (opens in a new tab)
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