Jeremy Scot Martinson

Employer firm

Bamboo Wealth Strategies CRD 170093

$236M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2003 → Present
  Spectrum Consulting Group Inc
  La Mesa, CA
• 08/2014 → 04/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2014 → Present
  Spectrum Planning & Advisory
  San Diego, CA
• 06/2019 → Present
  Summacor Inc.
  San Diego, CA
• 01/2024 → Present
  Sovran Advisors, Llc
  La Mesa, CA

Previous Registrations

• 2013-06-07 → 2013-12-04
  New England Securities
  Woodland Hills, CA
• 2002-11-26 → 2013-12-04
  Msi Financial Services, Inc.
  Los Angeles, CA
  San Diego, CA
  San Diego, CA

Other Businesses

1. Spectrum Consulting Group, Inc.- Not Investment related. Chief executive officer and 100% owner of a company that provides bookkeeping & payroll processing services, as well as other ancillary business to business services such as business entity formation/evaluation/maintenance and general business consulting. 2004-Present. 6 hrs. month 2. SummaCor Inc.-Not investment related-Chief financial officer and chief operating officer. 3131 Camino Del Rio N Suite 1000, San Diego CA 92108-Implantable medical device design-Cardiac. 6/10/2019- present. 10 hrs/month-4 during trading hrs- 3. SOVRAN ADVISORS, LLC; INVESTMENT RELATED; 4344 Date Avenue, La Mesa CA 91941; REGISTERED INVESTMENADVISORY FIRM; PRESIDENT & CCO, January 10.2024 - present. 25 HOUR PER MONTH, 10 DURING SECURITIES TRADING HOURS, 15 DURING NON SECURITIES TRADING HOURS 4. Lucia Health Guidelines LLC; Not investment related; Chief Financial Officer and Chief Operating Officer; Medical artificial intelligence software development;4344 Date Ave., La Mesa, CA. 91941; 7/26/2021 - Present 5. Real Property Ownership Related Activities: a. Spectrum Capital Investments LLC- Member. Entity that holds residential rental real estate b. 4413 Date Avenue LLC-owned through Spectrum capital Investments LLC. residential rental real estate. c. Personally Owned Real Property: I directly own residential rental real estate. 6. Bamboo Insurance Services- owner and CFO. Fixed insurance business. 1 hrs/month 7. Coastal Insurance Solutions, Inc, DBA Sovran Insurance Services, Inc- owner and CFO. Fixed insurance brokerage business 2 hrs/month 8. JSM 1985 Holdings, Inc, DBA Sovran USA, Inc.: Holding company for Coastal Insurance solutions and Sovran Advisors, LLC 9 Non Profit Positions: a. John P Martin Foundation- Secretary. 1 hr./month b. La Mesa Community Kids Foundation-Not investment related-Keeping track of income and expenses. No discretion over funds. 2 signatures required on all checks. -Non Profit 501c3 that helps disadvantaged kids in the city of La Mesa CA-Treasurer-8/15/2018-1 hr/mth-0 during trading hrs-As the treasurer is responsible for tracking income & expenses & preparing financial statements. C. Commissioner: LA MESA SPRING VALLEY PERSONNEL COMMISSION; NOT INVESTMENT RELATED; 4750 DATE AVENUE, LA MESA, CA 91942; NON-PROFIT; COMMISSIONER;12/19/2019; 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS; PART OF A 3 PERSON COMMISSION THAT HEARS HR RELATED MATTERS THAT IMPACTCLASSIFIED EMPLOYEES IN THE SCHOOL DISTRICT. ATTEND MONTHLY MEETINGS AND ATTEND TO MATTERS THAT ARISE FROM THOSE MEETINGS; Approximately 5 hrs./month; d. Strong Foundations for La Mesa Spring Valley Schools. not investment related; 1069 Graves Avenue, #100, El Cajon, CA 92021; Charitable organization; Chairman; started 09/2020, 4 hrs/mo not during trading. D. PROJECT LION HEART; NOT INVESTMENT RELATED; 11716 EASTFIELD RD, POWAY, CA 92064; NON-PROFIT 501 C3 FOUNDATION; TREASURER/CFO/SECRETARY/DIRECTOR; STARTED 10/2024; 2 HRS/MON, 0 HRS/MON DURING TRADING HRS.; DUTIES INCLUDE MAINTAINING BOOKS & RECORDS FOR THE CORPORATION, INCLUDING COMPILING FINANCIAL STATEMENTS AND FILING INCOME TAX RETURNS AND OTHER REGULAR FILINGS; VOTING MEMBER OF THE BOARD OF DIRECTORS 10. Spectrum Planning & Advisory Services Inc. d/b/a Bamboo Wealth Strategies; INVESTMENT RELATED; 3131 Camino Del Rio North, Suite 1000, San Diego, CA 92108; REGISTERED INVESTMENADVISORY FIRM; CFO, February 2014 - present. 25 HOUR PER MONTH, 10 DURING SECURITIES TRADING HOURS, 15 DURING NON SECURITIES TRADING HOURS 11. Sovran Business Services; NOT INVESTMENT RELATED; 3131 Camino Del Rio N, Suite 1350, San Diego, CA. 92108; Primarily providing bookkeeping, payroll and related services for small business; CFO; 5/15/2025 - Present; 2 HOUR PER MONTH

Exams

• S66 Uniform Combined State Law Examination
  2002-11-08

Designations

• Certified Financial Planner

Other Names

• Jeremy Scot Martinson