Allie B 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

• 06/2026 → Present
  J.P. Morgan Securities Llc
  Sugar Land, TX
• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Sugar Land, TX
• 02/2020 → 05/2026
  Merrill Lynch
  Houston, TX
• 08/2018 → 02/2020
  First National Bank Of Texas
  Conroe, TX
• 05/2015 → 08/2018
  Tractor Supply Co.
  Huntsville, TX

Previous Registrations

• 2025-07-21 → 2026-05-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-07-21

Other Names

• Allie Bryce Martinez