Anthony Joseph Martinez

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2014 → 04/2018
  Jp Morgan Securities Llc
  Century City, CA
• 05/2014 → 04/2018
  Jp Morgan Chase Bank
  Century City, CA
• 09/2014 → 12/2017
  Greenleaf Custom Design And Development Group
  Valencia, CA
• 05/2018 → 04/2025
  Lpl Financial Llc
  Burbank, CA
• 04/2025 → Present
  Osaic Wealth Inc
  Valencia, CA

Previous Registrations

• 2019-03-14 → 2025-05-06
  Lpl Financial Llc
  Woodland Hills, CA
  Stevenson Ranch, CA
  Santa Clarita, CA
  Thousand Oaks, CA
  Calabasas, CA

Other Businesses

1. INSURANCE POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 04/09/2025 ADDRESS: 27441 Tourney Rd, Ste. 160, Valencia CA 91355, United States DESCRIPTION: provide insurance opportunities for clients, sell insurance

Exams

• S66 Uniform Combined State Law Examination
  2018-11-08
• S63 Uniform Securities Agent State Law Examination
  2014-06-19