Jorge L. Martinezfonts
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jorge Luis Martinezfonts, who also goes by Jorge M Fonts, was a registered financial professional .
Jorge is a previously registered financial professional and started their career in finance in 1984. Jorge had worked at 5 firms and has passed the Series 65, Series 63, Series 62, Series 6 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 25, 2013 - October 24, 2014
ERISA FIDUCIARY ADVISORS, INC.
February 6, 2012 - January 9, 2013
SENTINEL SECURITIES, LLC.
April 28, 2004 - December 31, 2011
STANCORP INVESTMENT ADVISERS, INC.
May 2, 2003 - December 31, 2011
STANCORP EQUITIES, INC.
February 1, 1984 - December 5, 2002
PRINCIPAL SECURITIES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 62
Date: 1/26/1999
Corporate Securities Limited Representative ExaminationSeries 1
Date: 3/21/1976
Registered Representative ExaminationCurrent Firm
ERISA FIDUCIARY ADVISORS, INC.
CRD#: 137879 / SEC#: 801-64931
Contact information
Documents
Red Flags
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