Roberto 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

• 02/2014 → 08/2021
  Actinver Securities, Inc.
  San Antonio, TX
• 08/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 08/2021 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 06/2023 → Present
  Rmg Re Management Llc
  Houston, TX
• 05/2024 → Present
  Nomadic Re Ventures - Coba Llc
  Houston, TX

Previous Registrations

• 2014-06-23 → 2021-08-19
  Alterna Wealth Management, Inc.
  Houston, TX

Other Businesses

Entity Name: Nomadic RE Ventures - Coba LLC Investment related: No Address: Houston TX 77009 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/28/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: The nature of the business is for short term rentals of a property in the near future, entity's operations will be managed by my wife in full. My responsibilities are not similar to my role in JPMC. this outside interest is currently being opened with the name of Nomadic RE Ventures- Coba LLC, it was previously disclosed in icomply as ""Nomadic Ventures LLC"" while name was not available. " Entity Name: RMG RE Management LLC Investment related: No "Address: The address of the LLC Houston, Texas, 77009 Address of rental property is 915 Franklin St Unit 6F Houston Texas 77002 Created a new LLC on 06/18/2023 under the name of RMG RE Management LLC to manage the rental property." Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/18/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Will be managing the rental of the condo through the LLC with leases of 1 yr at a minimum. My role managing the LLC is not similar to my role at JPMC and the hours dedicated to this outside interest is less than one hour a week. "

Exams

• S66 Uniform Combined State Law Examination
  2014-06-23

Other Names

• Roberto Martinez Gonzalez
• Roberto Martinez