Xavier Martinez
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Xavier Martinez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2021 to now
- J Kelly and AssociatesMar 2021 to Apr 2023
- UnemploymentAug 2020 to Mar 2021
- Fossil GroupOct 2011 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7729431
- Firm CRD
- 19616