Jose E. Martinez
Investment adviser representative at PNC Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.3BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- PNC Wealth Management LLCOct 2021 to now
- PNC InvestmentOct 2021 to now
- UnemployedAug 2021 to Oct 2021
- Bbva Wealth Solutions Inc.Nov 2017 to Aug 2021
- Bbva Compass Insurance Agency, Inc.Feb 2015 to Aug 2021
- Bbva Securities Inc.Jan 2015 to Aug 2021
- Compass BankJan 2015 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
PNC Wealth Management
$30.3BAssets managed
164,105Clients
1,167Advisers
23 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
- 5726893
- Firm CRD
- 129052