Jeannie Tran Martinez
Investment adviser representative at Hilltop Securities Inc.
25 yearsExperience
1 stateRegistered in
$2.5BFirm assets
28 yearsFirm in business
Are you Jeannie Tran Martinez? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Hilltop Securities Inc.May 2022 to now
- PNC InvestmentsAug 2021 to May 2022
- Bbva Wealth Solutions Inc.Feb 2017 to Aug 2020
- Bbva Securities Inc.May 2013 to Aug 2021
- Bbva Compass Insurance Agency, Inc.May 2002 to Aug 2021
- Compass BankJul 2001 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hilltop Securities Inc.
$2.5BAssets managed
3,407Clients
138Advisers
28 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
- 5109347
- Firm CRD
- 6220