Jason P. Martinez

CETERA INVESTMENT ADVISERS

SAN ANTONIO, TX 78258

Some features on this profile are disabled

CRD#: 4808905

Professional summary

Jason P Martinez, who also goes by Jason Paul Martinez, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in San Antonio, Texas and CETERA INVESTMENT SERVICES LLC located in San Antonio, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jason has worked at 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Paul 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) - RIA

Click below to view Jason P Martinez's CRS (Customer Relationship Summary).

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

March 1, 2019 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 18730 Tuscany Stone 2102, San Antonio, TX 78258Office #2: 2101 Mccullough Ave Suite 200, San Antonio, TX 78212

RIA

CRD#: 105644

SAN ANTONIO, TX

Current

March 1, 2019 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 18730 Tuscany Stone 2102, San Antonio, TX 78258Office #2: 2101 Mccullough Ave Suite 200, San Antonio, TX 78212

CRD#: 15340

SAN ANTONIO, TX

Past

December 14, 2012 - March 27, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

HOUSTON, TX

Past

December 14, 2012 - March 27, 2019

LPL FINANCIAL LLC

CRD#: 6413

HOUSTON, TX

Past

October 1, 2012 - December 14, 2012

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SAN ANTONIO, TX

Past

October 1, 2012 - December 14, 2012

J.P. MORGAN SECURITIES LLC

CRD#: 79

SAN ANTONIO, TX

Past

March 18, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

SAN ANTONIO, TX

Past

March 18, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

SAN ANTONIO, TX

Past

April 2, 2007 - February 26, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

SAN ANTONIO, TX

Past

April 2, 2007 - February 26, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

SAN ANTONIO, TX

Past

December 1, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SAN ANTONIO, TX

Past

December 1, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

SAN ANTONIO, TX

Past

December 1, 2005 - November 21, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

SAN ANTONIO, TX

Past

November 21, 2005 - November 21, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SAN ANTONIO, TX

Past

October 8, 2004 - November 8, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN ANTONIO, TX

Past

August 11, 2004 - November 8, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Mississippi
(3/1/2019)

Tennessee
(1/13/2023)

Texas
(3/1/2019)

IAR

Texas
(3/1/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/7/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/16/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/10/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report

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.

Similar Advisors

Joe-ben O'banion

TITLEIST ASSET MANAGEMENT, LLC

IAR

SAN ANTONIO, TX

Christopher Hall

LPL FINANCIAL LLC

IAR

San Antonio, TX

Robert Armendariz

EAGLE STRATEGIES LLC

IAR

SAN ANTONIO, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason P. Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason P Martinez's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2004

SIE

Date: 10/1/2018

Series 31

Date: 1/16/2007

Series 7

Date: 8/10/2004

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

Similar Advisors