Jason J. Martinez
Professional summary
Jason Joseph Martinez is a registered financial professional currently at PEP ADVISORY LLC located in Houston, Texas.
Jason is registered as a RR (Registered Representative) and started their career in finance in 2002. Jason has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jason Joseph Martinez's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 10, 2021 - Present
PEP ADVISORY LLC
Office #1: 100 Waugh Drive Suite 600, Houston, TX 77007Office #2: 100 Waugh Drive Suite 600, Houston, TX 77007September 6, 2013 - December 17, 2020
BMO CAPITAL MARKETS CORP.
September 8, 2010 - April 18, 2011
NOMURA SECURITIES NORTH AMERICA, LLC
September 8, 2010 - July 24, 2013
NOMURA SECURITIES INTERNATIONAL, INC.
June 17, 2004 - September 8, 2010
DEUTSCHE BANK SECURITIES INC.
September 18, 2002 - July 9, 2004
J.P. MORGAN SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/3/2022)
(4/28/2022)
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(4/3/2025)
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(1/22/2025)
(4/28/2022)
(9/2/2022)
(4/28/2022)
(1/27/2023)
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(2/2/2023)
(4/28/2022)
(12/10/2021)
(4/28/2022)
(6/29/2022)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
PEP ADVISORY LLC
CRD#: 166636 / SEC#: , 8-69224
Contact information
FINRA licenses (25 States and Territories)
Documents
Red Flags
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