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Ivan Esau Martinez

Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. J.P. Morgan Securities LLCJul 2022 to now
  2. JPMorgan Chase Bank, N.A.Jul 2022 to now
  3. ChaseNov 2020 to Jul 2022
  4. Sky Chefs IncDec 2019 to Dec 2019
  5. Amazon.com, Inc. and Its AffiliatesDec 2018 to Jan 2019
  6. Dick's Sporting Goods, Inc.Feb 2018 to Aug 2018
  7. VansAug 2017 to Aug 2018
  8. Iss Facility ServicesMay 2017 to Aug 2017
  9. University of HoustonOct 2016 to May 2021
  10. Led Transport SolutionsJul 2013 to Nov 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

J.P. Morgan Securities LLC

$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
7606061
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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