Jose Cruz Martinez-Martinez

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 06/2015 → 02/2020
  Jp Morgan Chase Bank
  Houston, TX
• 06/2015 → 02/2020
  Jp Morgan Securities Llc
  Houston, TX
• 04/2017 → 07/2018
  Burmar Delivery Services
  Houston, TX
• 03/2020 → Present
  Regions Bank
  Houston, TX
• 12/2020 → 02/2022
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 01/2022 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

REGIONS BANK, WEALTH ADVISOR, CUSTOMER SERVICE, DEPOSIT ACCOUNTS, LOANS, AND CREDIT CARD APPLICATIONS I*2781275, Entity Type, Name of OBA: Bellmar Estates Civic Club Address: HoustonTexas77037 Investment Related:No Position, Title, Association: President Employee Start Date: 09/01/2025No Hours: 5 monthly No Hours during trading: 0 Duties:I will be President of the club. My responsibility will be to keep oversight of the community. Hold community meetings with local leaders.This is a neighborhood Civic club where it brings Local and state leaders to the community.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-19
• S63 Uniform Securities Agent State Law Examination
  2015-10-22

Other Names

• Jose Cruz Martinez