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JA

Jennifer M. Aguirre

KINGWOOD, TX 77339
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CRD#: 6376708
JA

Professional summary


Jennifer M Aguirre, who also goes by Jennifer Martinez Aguirre, Jennifer Ruth Martinez, Jennifer Martinez Aguirre, was a registered financial advisor .

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jennifer had worked at 13 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jennifer Martinez Aguirre | Jennifer Ruth Martinez | Jennifer Martinez Aguirre

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) Jennifer Aguirre is a licensed insurance agent

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


Current

September 30, 2025 - Present

Office #1: 1525 Lakeville Drive Ste 123, Kingwood, TX 77339
KINGWOOD, TX
Past

May 10, 2025 - August 7, 2025

STIRLINGSHIRE INVESTMENTS

RIA
CRD#: 327779
NEW YORK, NY
Past

April 11, 2025 - August 7, 2025

STIRLINGSHIRE INVESTMENTS

BD
CRD#: 310576
NEW YORK CITY, NY
Past

December 16, 2024 - February 14, 2025

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
PHOENIX, AZ
Past

September 26, 2024 - October 4, 2024

UNITED ADVISORS AMERICA

RIA
CRD#: 147350
Humble, TX
Past

October 11, 2023 - July 25, 2024

OUTLOOK WEALTH ADVISORS, LLC

RIA
CRD#: 291465
THE WOODLANDS, TX
Past

September 30, 2019 - October 2, 2023

NAVY FEDERAL INVESTMENT SERVICES, LLC

RIA
CRD#: 138459
West Humble, TX
Past

September 30, 2019 - October 2, 2023

NAVY FEDERAL INVESTMENT SERVICES, LLC

BD
CRD#: 138459
West Humble, TX
Past

April 15, 2019 - October 2, 2019

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
Kingwood, TX
Past

April 15, 2019 - October 2, 2019

BBVA SECURITIES INC.

BD
CRD#: 27060
KINGWOOD, TX
Past

July 2, 2018 - January 30, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HUMBLE, TX
Past

July 2, 2018 - January 30, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HUMBLE, TX
Past

November 28, 2017 - May 24, 2018

MORGAN STANLEY

RIA
CRD#: 149777
HOUSTON, TX
Past

November 28, 2017 - May 24, 2018

MORGAN STANLEY

BD
CRD#: 149777
HOUSTON, TX
Past

August 16, 2017 - August 22, 2017

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

August 15, 2016 - July 3, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HOUSTON, TX
Past

April 21, 2016 - July 3, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HOUSTON, TX
Past

February 20, 2015 - April 16, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
SUGAR LAND, TX

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
Texas
(9/30/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/12/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current firm


No current employment

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


No current employment

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