Jacqueline Martinez

BUCK WEALTH STRATEGIES

Rio Rancho, NM 87124

CRD#: 7851026

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Professional summary

Jacqueline Martinez, who also goes by Jacqueline Jean Martinez, Jacqueline Martinez, Jacquie Martinez, is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Rio Rancho, New Mexico and MADISON AVENUE SECURITIES, LLC located in Rio Rancho, New Mexico.

Jacqueline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jacqueline has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacqueline Jean Martinez | Jacqueline Martinez | Jacquie 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 Jacqueline 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

December 18, 2025 - Present

BUCK WEALTH STRATEGIES, LLC

Office #1: 481 Quantum Road Ne, Rio Rancho, NM 87124

RIA

CRD#: 322138

Rio Rancho, NM

Current

December 15, 2025 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 481 Quantum Road Ne, Rio Rancho, NM 87124

RIA

CRD#: 23224

Rio Rancho, NM

Past

August 1, 2024 - October 31, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Albuquerque, NM

Past

May 22, 2024 - October 31, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Albuquerque, NM

Past

March 22, 2024 - April 22, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ALBUQUERQUE, NM

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".

BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA

Registered Investment Advisory firm - (7/12/2022 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

New Mexico
(12/15/2025)

IAR

New Mexico
(12/18/2025)

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: 7/12/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/22/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/2/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA

Registered Investment Advisory firm - (7/12/2022 Approved)

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Contact information

Main Address

4600 S. Syracuse Street Suite 650, Denver, CO 80237

Mailing Address

Phone number

(888) 210-6567

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts	3,982
AUM (Assets Under Management)	$ 565,377,646

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/14/2026	Cover Page	Report
12/03/2024	Cover Page	Report
01/26/2024	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.

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Advisor Monitoring

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Jacqueline Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Primary Firm SEC Registration

BUCK WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/12/2024

Series 7TO

Date: 3/22/2024

SIE

Date: 2/2/2024

FINRA

Current Firm

BUCK WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BUCK WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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