Martha Adriana Ramos Jimenez

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 04/2021
  Citigroup
  New York, NY
• 04/2021 → 05/2021
  Unemployed
  New York, NY
• 05/2021 → 05/2022
  Santander International Private Banking
  Miami, FL
• 05/2021 → 05/2022
  Santander Securities, Llc
  Dorchester, MA
• 04/2024 → 11/2024
  Pruco Securities, Llc
  New York, NY
• 04/2024 → Present
  The Prudential Insurance Company Of America
  New York, NY
• 05/2022 → 03/2024
  Unemployed
  Ft Laureldale, FL
• 11/2024 → Present
  Lpl Enterprise, Llc
  New York, NY

Previous Registrations

• 2024-08-02 → 2024-11-14
  Pruco Securities, Llc.
  New York, NY

Other Businesses

1) 12/06/2024-The Channel Club-Owner-Real Estate Rental-Inv related-At New York, NY-Start date 05/05/2021-1hrs/mth-0hrs/mth during trading 2) 12/06/2024- ZOI Canadas-Owner-Real Estate Rental-Inv related-At Zapopan, MX-Start date 08/14/2023-1hrs/mth-0hrs/mth during trading 3) 08/15/2025-Private Caregiver-Personal Caregiver-Not Inv related-At New York, NY-Start date 09/01/2025-100hrs/mth-0hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2024-08-01
• S63 Uniform Securities Agent State Law Examination
  2001-03-20

Other Names

• Martha A Ramos
• Martha Adriana Ramos
• Martha Ramos