Jordy Martinez
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to now
- Global Montello GroupNov 2023 to Dec 2023
- Year UpMar 2023 to Jan 2024
- Confluent MedicalFeb 2023 to May 2023
- Spherion Staffing LLCJan 2023 to Mar 2023
- Rove Pest ControlJul 2022 to Aug 2022
- UnemployedMay 2022 to Feb 2023
- MaterionSep 2021 to May 2022
- Capstone LogisticsApr 2021 to May 2021
- UnemployedJun 2020 to Sep 2021
- AmazonFeb 2020 to Jun 2020
- Gilbert Stuart Middle SchoolSep 2013 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7779912
- Firm CRD
- 7691