Justin Ryan Martinez

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2015 → Present
  Bank Of America, N.A.
  Yucaipa, CA
• 10/2015 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Inc
  Riverside, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Riverside, CA

Previous Registrations

• 2022-03-11 → 2023-09-01
  Osaic Services, Inc.
  Riverside, CA
• 2015-11-04 → 2022-03-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Yucaipa, CA
  Riverside, CA
  Yucaipa, CA
  Hemet, CA
  Hemet, CA
  Hemet, CA
  Hemet, CA
  Riverside, CA
  New York, NY
• 2011-01-21 → 2015-09-30
  U.S. Bancorp Investments, Inc.
  Redlands, CA
  Yucaipa, CA
• 2010-10-21 → 2011-01-20
  Lpl Financial Llc
  San Bernardino, CA
  Fort Mill, SC

Other Businesses

1. STILL HARDCORE POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2021 ADDRESS: 1166 Fairway Lane, Calimesa CA 92320, United States DESCRIPTION: Retail sales of t-shirts, music, and artist merchandise Manage production, website maintenance, order fulfilment, online marketing, in prson marketing at weekend events. 2. MARTINEZ & REZAC FINANCIAL SERVICES POSITION: Referral Source NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2022 ADDRESS: 4093 BROCKTON AVE, RIVERSIDE CA 92501, United States DESCRIPTION: As recommended by Advisor Group, our office is referring clients who are interested in receiving professional guidance regarding Medicare to Medicare Back Office.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-16