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RM

Robert A. Martinez

Some features on this profile are disabled
CRD#: 4779297
RM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Allan Martinez Jr., who also goes by Bob Martinez, Robert Allan Martinez, Robert Martinez, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2004. Robert had worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bob Martinez | Robert Allan Martinez | Robert Martinez

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 30, 2019 - July 2, 2021

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
Lutz, FL
Past

April 16, 2019 - July 2, 2021

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
LUTZ, FL
Past

November 14, 2014 - June 3, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
LUTZ, FL
Past

June 28, 2013 - April 18, 2019

G.F. INVESTMENT SERVICES, LLC

BD
CRD#: 132939
Lutz, FL
Past

March 18, 2010 - May 15, 2013

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
TAMPA, FL
Past

May 5, 2008 - February 13, 2015

PLATINUM WEALTH PARTNERS

RIA
CRD#: 145507
TAMPA, FL
Past

January 16, 2008 - March 31, 2010

OSAIC WEALTH, INC.

BD
CRD#: 23131
TAMPA, FL
Past

September 19, 2005 - January 3, 2008

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
TAMPA, FL
Past

September 15, 2005 - September 15, 2005

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
TAMPA, FL
Past

September 15, 2005 - January 3, 2008

OPPENHEIMER & CO. INC.

BD
CRD#: 249
TAMPA, FL
Past

May 7, 2004 - September 15, 2005

LEGG MASON WOOD WALKER, INCORPORATED

RIA
CRD#: 6555
TAMPA, FL
Past

April 15, 2004 - September 15, 2005

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD

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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.

CRD#: 112294 / SEC#: 801-60722

RIA
Registered Investment Advisory firm - (11/23/2001 Approved)
Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)
Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)

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

State Security Law Exam
RR
IAR
Series 66
Date: 4/30/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/2004
General Securities Representative Examination

Current Firm

JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.

CRD#: 112294 / SEC#: 801-60722

RIA
Registered Investment Advisory firm - (11/23/2001 Approved)
Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)
Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)
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Contact information

Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512

SEC notice filing (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM (3/28/2025)
JWCA 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts29,614
AUM (Assets Under Management)$ 7,195,237,282

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.

Company Information

J. W. COLE ADVISORS, INC.

CRD#: 112294

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