Jorge Eduardo Martinez

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 02/2021 → 07/2022
  Equitable Advisors, Llc
  Houston, TX
• 01/2021 → 03/2022
  Alief Isd
  Houston, TX
• 12/2020 → 01/2021
  Ross Stores Inc.
  Stafford, TX
• 07/2016 → 05/2020
  Texas A&M University
  College Station, TX
• 05/2019 → 08/2019
  Axa Advisors
  Houston, TX
• 05/2018 → 08/2018
  American Pool
  Houston, TX
• 05/2017 → 08/2017
  American Pool
  Houston, TX
• 06/2020 → 12/2020
  Unemployed
  Houston, TX
• 08/2022 → Present
  Fidelity Investments
  Houston, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX

Other Businesses

OBA-124319|OrgNmn:Uber Eats|Org Addr:Houston,Texas,US|OBA Nature:Uber Eats. Deliver food based |Invst Rel:N|Title:Independent Contractor|Duties:Deliver food orders to clients. |StrtDt:|TotHrs/mon:75|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-09-15
• S63 Uniform Securities Agent State Law Examination
  2022-09-27