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JM

John G. Martinez

BRIGHTHOUSE SECURITIES
Charlotte, NC 28277
Some features on this profile are disabled
CRD#: 2210722
JM

Professional summary


John Gregory Martinez is a registered financial professional currently at BRIGHTHOUSE SECURITIES, LLC located in Charlotte, North Carolina.

John is registered as a RR (Registered Representative) and started their career in finance in 1992. John has worked at 16 firms and has passed the Series 27 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view John Gregory Martinez's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 11, 2020 - Present

BRIGHTHOUSE SECURITIES, LLC

Office #1: 11225 North Community House Road, Charlotte, NC 28277
BD
CRD#: 285300
Charlotte, NC
Past

September 15, 2009 - July 1, 2016

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
NEW YORK CITY, NY
Past

December 13, 2005 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 13, 2005 - September 6, 2013

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

December 13, 2005 - September 6, 2013

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

December 13, 2005 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

December 13, 2005 - May 11, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
TAMPA, FL
Past

April 11, 2003 - October 17, 2005

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

January 23, 2003 - March 18, 2003

A.B. WATLEY DIRECT, INC.

BD
CRD#: 18663
NEW YORK, NY
Past

January 15, 2003 - March 18, 2003

A.B. WATLEY, INC.

BD
CRD#: 797
NEW YORK, NY
Past

December 11, 2001 - September 25, 2002

AQUA SECURITIES L.P.

BD
CRD#: 47681
NEW YORK, NY
Past

December 11, 2001 - September 25, 2002

MINT BROKERS

BD
CRD#: 13681
NEW YORK, NY
Past

December 11, 2001 - September 25, 2002

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

December 11, 2001 - October 9, 2002

ESPEED BROKERAGE, L.P.

BD
CRD#: 47968
NEW YORK, NY
Past

October 27, 1999 - September 25, 2002

CANTOR FITZGERALD SECURITIES

BD
CRD#: 19660
NEW YORK, NY
Past

February 17, 1992 - October 26, 1999

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 27
Date: 12/11/2020
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm


BS
BRIGHTHOUSE SECURITIES, LLC
BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300 / SEC#: , 8-69845

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
11225 North Community House Road, Charlotte, NC 28277
Mailing Address
11225 North Community House Road, Charlotte, NC 28277
Phone number
(800) 848-3854
Established
Delaware since 02/01/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BRIGHTHOUSE HOLDINGS, LLCSOLE MEMBER (SHAREHOLDER)
BEAULIEU, PHILIP JOHNATHONVICE PRESIDENT5300540
DAVIS, MICHAEL BENJAMINVICE PRESIDENT1742347
LAMBERT, MYLES JOSEPHCHAIRMAN PRESIDENT AND CEO3107551
LEINTZ, DONALD ANTHONYVICE PRESIDENT4374813
MACILVANE, KEVIN MICHAEL JRVICE PRESIDENT5164574
MARTINEZ, JOHN GREGORYPRINCIPAL FINANCIAL OFFICER2210722
MORGAN, JANET MARIEVICE PRESIDENT6770849
NIGRO, GERARD JOSEPHSENIOR VICE PRESIDENT1577003
PROHONIC, KRISTIN LEECHIEF COMPLIANCE OFFICER3048592

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300Charlotte, NC 28277

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