James Randall Martinus
Investment adviser representative at Kestra Advisory Services, LLC
16 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$79.8BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Kestra Advisory Services, LLCNov 2025 to now
- Kestra Investment Services, LLCNov 2025 to now
- Commonwealth Financial NetworkJul 2020 to Nov 2025
- Heritage Wealth ManagementJul 2020 to Nov 2025
- Eagle Strategies LLCFeb 2015 to Jul 2020
- Nylife Securities LLCMar 2010 to Jul 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 5750179
- Firm CRD
- 283330