Julio Martinez
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCApr 2026 to now
- JPMorgan Chase Bank, N.A.Apr 2026 to now
- UnemployedNov 2025 to Apr 2026
- Bank of AmericaMay 2025 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to Nov 2025
- JPMorgan Chase Bank, N.A.Aug 2023 to May 2025
- Hispanic AssociationApr 2023 to Aug 2023
- UnemployedAug 2022 to Apr 2023
- Beam Suntory IncJun 2022 to Aug 2022
- UnemployedDec 2021 to Jun 2022
- Boudro's Texas BistroOct 2021 to Dec 2021
- Hispanic Association of Colleges and UniversitiesJun 2021 to Aug 2021
- Hispanic Association of Colleges and UniversitiesSep 2020 to Dec 2020
- University of the Incarnate WordJan 2020 to Oct 2021
- UnemployedJul 2019 to Jan 2020
- 3rd Generation ServicesJun 2019 to Jun 2019
- UnemployedAug 2018 to May 2019
- AccentureJun 2018 to Aug 2018
- UnemployedDec 2017 to Jun 2018
- Ambercrombie & Fitch CoAug 2017 to Dec 2017
- UnemployedApr 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8101725
- Firm CRD
- 79