Jeannie Tran Martinez

Employer firm

Hilltop Securities Inc. CRD 6220

$2.51B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 07/2001 → 08/2021
  Compass Bank
  Birmingham, AL
• 05/2013 → 08/2021
  Bbva Securities Inc.
  Sugarland, TX
• 05/2002 → 08/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 02/2017 → 08/2020
  Bbva Wealth Solutions Inc.
  Sugarland, TX
• 08/2021 → 05/2022
  Pnc Investments
  Missouri City, TX
• 05/2022 → Present
  Hilltop Securities
  Dallas, TX

Previous Registrations

• 2021-08-19 → 2022-06-01
  Pnc Wealth Management Llc
  Houston, TX
  Richmond, TX
  Missouri City, TX
  Sugarland, TX
• 2017-02-10 → 2021-08-17
  Pnc Managed Account Solutions, Inc.
  Sugarland, TX

Other Businesses

Jeannie Martinez - Non-investment related - Sugarland TX - investment of real estate for rental purposes - Owner - started August 20, 2020 - 2 hrs/mo - zero hrs/mo during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-08
• S63 Uniform Securities Agent State Law Examination
  2006-09-26

Other Names

• Jeannie Tran Park