Jorge Luis Martinez

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 01/2013 → 05/2022
  Jpmorgan Securities Llc
  North Miami, FL
• 08/2012 → 05/2022
  Jpmorgan Chase Bank
  North Miami, FL
• 06/2026 → Present
  Wells Fargo Clearing Services, Llc
  Coral Cables, FL
• 06/2022 → 06/2026
  Jpmorgan Securities Llc
  Surfside, FL

Previous Registrations

• 2022-04-07 → 2026-06-05
  J.P. Morgan Securities Llc
  Miami, FL
  Surfside, FL
  Miami Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-04-02

Other Names

• Jorge L Martinez
• Jorge Luis Martinez
• Jorge Martinez
• Jorge L. Martinez