Juan Pablo Martinez-blat

SAAGA

Miami, FL 33131

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CRD#: 7745735

Professional summary

Juan Pablo Martinez-blat, who also goes by Juan Pablo Martinez Mr., Jp Martinez-blat, is a registered financial advisor currently at SAAGA located in Miami, Florida.

Juan Pablo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Juan Pablo has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Juan Pablo Martinez Mr. | Jp Martinez-Blat

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 Juan Pablo Martinez-blat'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

September 8, 2023 - Present

SAAGA

Office #1: 1221 Brickell Avenue Suite 2410, Miami, FL 33131

RIA

CRD#: 327015

Miami, FL

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".

SAAGA

SAAGA | SAAGA, LLC

CRD#: 327015 / SEC#: 801-128286

RIA

Registered Investment Advisory firm - (7/21/2023 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

Florida
(9/8/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 11/18/2020

Securities Industry Essentials Examination

Current Firm

SAAGA

SAAGA | SAAGA, LLC

CRD#: 327015 / SEC#: 801-128286

RIA

Registered Investment Advisory firm - (7/21/2023 Approved)

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Contact information

Main Address

1221 Brickell Avenue Suite 2410, Miami, FL 33131

Mailing Address

Phone number

(786) 362-6819

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAAGA LLC ADV PART 2A BROCHURE JUNE 1 2023 (10/8/2025)

Regulatory assets under management

Total Number of Accounts	516
AUM (Assets Under Management)	$ 603,470,494

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.

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Juan Pablo Martinez-blat

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Pablo Martinez-blat's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAAGA

Primary Firm SEC Registration

SAAGA

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2023

SIE

Date: 11/18/2020

Current Firm

SAAGA

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAAGA

TRUST BUT VERIFY

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