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Jason Anthony Martinez

LPl Financial LLC

Orange, CA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-23
  • CA RA
    APPROVED
    Since 2021-11-23

Branch Locations

2520 N. Santiago Blvd., Orange, CA 92867 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Romero Wealth Management Santa Ana CA 12/2015 06/2019
Pacific Edge Advisors, Llc Corona Del Mar CA 06/2019 10/2021
Lpl Financial, Llc Orange CA 11/2021 Present
Lpl Financial, Llc Santa Ana CA 07/2013 06/2019
Lpl Financial, Llc Orange CA 10/2020 11/2020
  • 12/2015 → 06/2019
    Romero Wealth Management
    Santa Ana, CA
  • 06/2019 → 10/2021
    Pacific Edge Advisors, Llc
    Corona Del Mar, CA
  • 11/2021 → Present
    Lpl Financial, Llc
    Orange, CA
  • 07/2013 → 06/2019
    Lpl Financial, Llc
    Santa Ana, CA
  • 10/2020 → 11/2020
    Lpl Financial, Llc
    Orange, CA
Other Businesses

1. 11/23/2021 - ROMERO WEALTH MANAGEMENT, INC./ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ ORANGE, CA

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-03-23
  • S63 Uniform Securities Agent State Law Examination
    2022-03-23
Designations
Other Names
  • Jason Martinez

View on SEC IAPD

Other Firms

TRANSAMERICA FINANCIAL ADVISORS, LLC
ARIS FUND I
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
B.B. GRAHAM & COMPANY, INC.
GRAHAM & CO. ADVISORY, INC.
ORANGE CAPITAL MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

BRIAN ERIC PAYNE
ALBERT MARTINEZ
NAFENG IRENE HIOE
JEROME DAVID JOSTAK
ADINA COCA
VICTOR KUO
JOHN QUANG PHAM
THANH HA TRINH

Other Offices

TRANSAMERICA FINANCIAL ADVISORS, LLC · ORANGE, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · Orange, CA
ARIS FUND I · ORANGE, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · ORANGE, CA
LPL FINANCIAL LLC · ORANGE, CA
PFS INVESTMENTS INC. · ORANGE, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Orange, CA
B.B. GRAHAM & COMPANY, INC. · ORANGE, CA

More in Orange, CA

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