Julissa Martinez
Investment adviser representative at Alera Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$5.3BFirm assets
8 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
13 years in the industry.
- Alera Investment Advisors, LLCAug 2024 to now
- Osaic Wealth, Inc.Aug 2024 to now
- Alera GroupJun 2023 to now
- Triad AdvisorsJun 2023 to Aug 2024
- UnemployedJun 2023 to Jun 2023
- Fisher InvestmentsAug 2021 to Jun 2023
- UnemployedJun 2021 to Aug 2021
- Oregon State UniversitySep 2017 to Jun 2021
- East Bay SportsJul 2016 to Sep 2017
- San Ramon ValleyAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Alera Investment Advisors, LLC
$5.3BAssets managed
2,466Clients
61Advisers
8 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
- 7774789
- Firm CRD
- 287906