Randy Martinez

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2005 → 11/2022
  Tiaa
  Dublin, OH
• 12/2022 → Present
  J.P. Morgan Securities Llc
  Westerville, OH
• 01/2015 → Present
  Randy Martinez Photography
  Gahanna, OH

Previous Registrations

• 2003-07-03 → 2005-05-02
  Td Ameritrade, Inc.
  Columbus, OH

Other Businesses

Entity Name: Randy Martinez Photography Investment related: No Address: www.randymartinezphotography.com/ Private Residence Nature of the other business: Photography Position/Title/Relationship: Owner/Partner Start Date: 01/01/2015 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Photography business, I am the sole owner and photographer with no connection to JPMorganChase. My role in this outside business activity is not similar to my firm role.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-16
• S63 Uniform Securities Agent State Law Examination
  1997-11-29

Other Names

• Randy Vasquez Martinez