Jeffrey L Martinez

Employer firm

Treveri Capital CRD 254786

$1.11M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2014 → Present
  Treveri Capital Llc
  Rosemead, CA
• 07/2017 → 08/2018
  Rainmaker Securities,Llc
  Chicago, IL

Previous Registrations

• 2013-03-27 → 2014-08-18
  Td Ameritrade, Inc.
  Pasadena, CA
• 2013-03-27 → 2014-08-18
  Td Ameritrade Investment Management, Llc
  Pasadena, CA
• 2012-08-28 → 2013-03-15
  Equitable Advisors, Llc
  Whittier, CA
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

GREENLEAF PARTNERS INC. THE BUSINESS IS NOT INVESTMENT RELATED. THE NATURE OF THE BUSINESS IS SALES AND MARKETING CONSULTING. TITLE IS OWNER. THE NUMBER OF HOURS WORKED IS 20 HOURS PER WEEK. DUTIES INCLUDE SALES AND MARKETING CONSULTING. ROSEMEAD, CALIFORNIA. LEGAL SHIELD ASSOCIATE INDEPENDENT SALES. SHIELD/IDENTITY SHIELD. SELL AND MARKET SERVICE TO INDIVIDUALS; IDENTITY THEFT AND LEGAL SERVICES; ROSEMEAD, CALIFORNIA; 1% OF TIME SPENT ON THIS ACTIVITY; NOT INVESTMENT RELATED. OXFORD BIOCHRONOMETRICS. NOT INVESTMENT RELATED. CYBER SECURITY; BUSINESS DEVELOPMENT; 5% OF TIME SPENT ON ACTIVITY; ROSEMEAD, CALIFORNIA. TREVERI CAPITAL. FINANCIAL ADVISOR. INVESTMENT RELATED. 50% OF TIME SPENT ON ACTIVITY. BUSINESS DEVELOPMENT. WEALTH AND RISK MANAGEMENT. ROSEMEAD, CALIFORNIA. INVESTMENT RELATED. LIFE/HEALTH AGENT AS SALES, NON INVESTMENT RELATED. 25% OF TIME SPENT ON ACTIVITY. ROSEMEAD, CALIFORNIA.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-16
• S63 Uniform Securities Agent State Law Examination
  1997-02-03

Other Names

• Jeff L Martinez
• Jeffrey Lenard Martinez