Jana Martinez
Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$1TFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesJun 2025 to now
- Verity Innovations LLCJul 2024 to now
- Assist MarketingSep 2023 to Feb 2024
- J.P. Morgan Securities LLCFeb 2023 to Jun 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2020 to Feb 2023
- Bank of AmericaMay 2020 to Jun 2021
- Super CoffeeDec 2019 to Mar 2020
- Lundberg Family FarmsMay 2018 to Aug 2018
- Kind Snacks (atrium Staffing)Oct 2017 to Nov 2019
- New Team LLCAug 2016 to Nov 2019
- Brown Mackie CollegeSep 2015 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7411694
- Firm CRD
- 250