Joseph Anthony Martinez
Investment adviser representative at Bison Wealth, LLC
11 yearsExperience
1 stateRegistered in
$2.7BFirm assets
7 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 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
- Seminars and workshops
Experience
11 years in the industry.
- Data Source TechnologyDec 2023 to now
- Bison Wealth, LLCMar 2023 to now
- CerecoreJan 2021 to Dec 2023
- Connect PartnersJan 2019 to Jan 2021
- 3-d Technology GroupDec 2015 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 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
- 7729631
- Firm CRD
- 299805