JM
Jeremy S. Martinson
BAMBOO WEALTH STRATEGIES
San Diego, CA 92108
Some features on this profile are disabled
CRD#: 4587392
JM
Professional summary
Jeremy Scot Martinson MR., CFP®, who also goes by Jeremy Scot Martinson Mr., is a registered financial advisor currently at BAMBOO WEALTH STRATEGIES located in San Diego, California and SOVRAN ADVISORS, LLC located in San Diego, California.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jeremy has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy Scot Martinson Mr.
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.
1. Spectrum Consulting Group, Inc.- Not Investment related. Chief executive officer and 100% owner of a company that provides bookkeeping & payroll processing services, as well as other ancillary business to business services such as business entity formation/evaluation/maintenance and general business consulting. 2004-Present. 6 hrs. month 2. SummaCor Inc.-Not investment related-Chief financial officer and chief operating officer. 3131 Camino Del Rio N Suite 1000, San Diego CA 92108-Implantable medical device design-Cardiac. 6/10/2019- present. 10 hrs/month-4 during trading hrs- 3. SOVRAN ADVISORS, LLC; INVESTMENT RELATED; 4344 Date Avenue, La Mesa CA 91941; REGISTERED INVESTMENADVISORY FIRM; PRESIDENT & CCO, January 10.2024 - present. 25 HOUR PER MONTH, 10 DURING SECURITIES TRADING HOURS, 15 DURING NON SECURITIES TRADING HOURS 4. Lucia Health Guidelines LLC; Not investment related; Chief Financial Officer and Chief Operating Officer; Medical artificial intelligence software development;4344 Date Ave., La Mesa, CA. 91941; 7/26/2021 - Present 5. Real Property Ownership Related Activities: a. Spectrum Capital Investments LLC- Member. Entity that holds residential rental real estate b. 4413 Date Avenue LLC-owned through Spectrum capital Investments LLC. residential rental real estate. c. Personally Owned Real Property: I directly own residential rental real estate. 6. Bamboo Insurance Services- owner and CFO. Fixed insurance business. 1 hrs/month 7. Coastal Insurance Solutions, Inc, DBA Sovran Insurance Services, Inc- owner and CFO. Fixed insurance brokerage business 2 hrs/month 8. JSM 1985 Holdings, Inc, DBA Sovran USA, Inc.: Holding company for Coastal Insurance solutions and Sovran Advisors, LLC 9 Non Profit Positions: a. John P Martin Foundation- Secretary. 1 hr./month b. La Mesa Community Kids Foundation-Not investment related-Keeping track of income and expenses. No discretion over funds. 2 signatures required on all checks. -Non Profit 501c3 that helps disadvantaged kids in the city of La Mesa CA-Treasurer-8/15/2018-1 hr/mth-0 during trading hrs-As the treasurer is responsible for tracking income & expenses & preparing financial statements. C. Commissioner: LA MESA SPRING VALLEY PERSONNEL COMMISSION; NOT INVESTMENT RELATED; 4750 DATE AVENUE, LA MESA, CA 91942; NON-PROFIT; COMMISSIONER;12/19/2019; 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS; PART OF A 3 PERSON COMMISSION THAT HEARS HR RELATED MATTERS THAT IMPACTCLASSIFIED EMPLOYEES IN THE SCHOOL DISTRICT. ATTEND MONTHLY MEETINGS AND ATTEND TO MATTERS THAT ARISE FROM THOSE MEETINGS; Approximately 5 hrs./month; d. Strong Foundations for La Mesa Spring Valley Schools. not investment related; 1069 Graves Avenue, #100, El Cajon, CA 92021; Charitable organization; Chairman; started 09/2020, 4 hrs/mo not during trading. D. PROJECT LION HEART; NOT INVESTMENT RELATED; 11716 EASTFIELD RD, POWAY, CA 92064; NON-PROFIT 501 C3 FOUNDATION; TREASURER/CFO/SECRETARY/DIRECTOR; STARTED 10/2024; 2 HRS/MON, 0 HRS/MON DURING TRADING HRS.; DUTIES INCLUDE MAINTAINING BOOKS & RECORDS FOR THE CORPORATION, INCLUDING COMPILING FINANCIAL STATEMENTS AND FILING INCOME TAX RETURNS AND OTHER REGULAR FILINGS; VOTING MEMBER OF THE BOARD OF DIRECTORS 10. Spectrum Planning & Advisory Services Inc. d/b/a Bamboo Wealth Strategies; INVESTMENT RELATED; 3131 Camino Del Rio North, Suite 1000, San Diego, CA 92108; REGISTERED INVESTMENADVISORY FIRM; CFO, February 2014 - present. 25 HOUR PER MONTH, 10 DURING SECURITIES TRADING HOURS, 15 DURING NON SECURITIES TRADING HOURS 11. Sovran Business Services; NOT INVESTMENT RELATED; 3131 Camino Del Rio N, Suite 1350, San Diego, CA. 92108; Primarily providing bookkeeping, payroll and related services for small business; CFO; 5/15/2025 - Present; 2 HOUR PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Scot Martinson MR.'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®
CFP®
Start date: 2012
Experience
Current
February 4, 2014 - Present
BAMBOO WEALTH STRATEGIES
Office #1: 3131 Camino Del Rio North Suite 1000, San Diego, CA 92108RIA
CRD#: 170093
San Diego, CA
Current
February 20, 2024 - Present
SOVRAN ADVISORS, LLC
Office #1: 3131 Camino Del Rio N. Suite 800, San Diego, CA 92108RIA
CRD#: 329415
SAN DIEGO, CA
Past
August 28, 2014 - April 30, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
San Diego, CA
Past
June 7, 2013 - December 4, 2013
NEW ENGLAND SECURITIES
RIA
CRD#: 615
WOODLAND HILLS, CA
Past
January 11, 2013 - December 4, 2013
NEW ENGLAND SECURITIES
BD
CRD#: 615
WOODLAND HILLS, CA
Past
November 26, 2002 - December 4, 2013
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
LOS ANGELES, CA
Past
October 14, 2002 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
SAN DIEGO, CA
Past
October 14, 2002 - December 4, 2013
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SOVRAN ADVISORS, LLC
COMPASS CAPITAL | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS
CRD#: 329415 / SEC#: 801-129342
RIA
Registered Investment Advisory firm - (1/12/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/4/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SA
SOVRAN ADVISORS, LLC
COMPASS CAPITAL | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS
CRD#: 329415 / SEC#: 801-129342
RIA
Registered Investment Advisory firm - (1/12/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108
Mailing Address
Phone number
(619) 281-9890
Established
Firm type
Fiscal year end
# of Employees
58
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,470 |
| AUM (Assets Under Management) | $ 1,308,617,291 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
