Joseph Martinez
Investment adviser representative at Entrust Financial LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$350.9MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Entrust Financial LLCJan 2021 to now
- UnemployedMay 2019 to Jan 2021
- Janney Montgomery Scott LLCFeb 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
Entrust Financial LLC
$350.9MAssets managed
268Clients
5Advisers
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
- 5541551
- Firm CRD
- 174694