Jasmin M. Martinez
STRATEGIC ADVISERS LLC | Financial Consultant
PORTLAND, OR
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CRD#: 6361268
Professional summary
Jasmin Mercedes Martinez is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Portland, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Beaverton, Oregon.
Jasmin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jasmin has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
You deserve to work with a firm and financial professional you trust.
Helping clients to navigate the development and implementation of a financial plan that honors their hard work and values is my passion. Together, we can make a comprehensive plan that will support your goals, address your concerns, and move you closer to realizing your ideal vision. What next step will you take towards your financial goals?
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jasmin Mercedes 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®
NoneEducation
Penn State University
Bachelor of Science (BS) - Finance
2021
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2785 Sw Cedar Hills Blvd, Beaverton, OR 97005RIA
CRD#: 104555
PORTLAND, OR
Current
October 18, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2785 Sw Cedar Hills Blvd., Beaverton, OR 97005BD
CRD#: 7784
Beaverton, OR
Past
November 10, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BEAVERTON, OR
Past
February 22, 2016 - January 8, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
LONG BEACH, CA
Past
February 22, 2016 - January 8, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Long Beach, CA
Past
February 22, 2016 - January 8, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
LONG BEACH, CA
Past
January 13, 2015 - October 20, 2015
TD AMERITRADE, INC.
RIA
CRD#: 7870
LONG BEACH, CA
Past
January 13, 2015 - October 20, 2015
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
LONG BEACH, CA
Past
October 27, 2014 - October 20, 2015
TD AMERITRADE, INC.
BD
CRD#: 7870
LONG BEACH, 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
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
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
RR
Arizona(10/18/2021)
RR
California(10/18/2021)
RR
Colorado(10/21/2022)
RR
Connecticut(9/9/2022)
RR
Florida(3/25/2023)
RR
Georgia(4/15/2025)
RR
Idaho(10/18/2021)
RR
Indiana(5/3/2024)
RR
Massachusetts(3/4/2022)
RR
Nevada(10/18/2021)
RR
New York(3/25/2023)
RR
North Carolina(3/29/2022)
RR
Ohio(6/16/2022)
RR
Oregon(10/18/2021)
IAR
Oregon(3/31/2025)
RR
Pennsylvania(5/3/2024)
RR
South Carolina(4/15/2025)
RR
Texas(8/12/2025)
IAR
Texas(9/24/2025)
RR
Utah(2/29/2024)
RR
Washington(10/18/2021)
RR
Wisconsin(6/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Portland, ORTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
