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Josh Martinez

Ameriprise Financial Services, LLC

Virginia Beach, VA

Virginia Beach, VA

CRD 7548526

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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-08
VA RA APPROVED 2023-01-31
  • TX RA
    APPROVED
    Since 2023-03-08
  • VA RA
    APPROVED
    Since 2023-01-31

Branch Locations

222 Central Park Ave Ste 1920, Virginia Beach, VA 23462-3037 • United States

Virginia Beach, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Virginia Beach VA 05/2022 05/2022
University Of Maryland, Baltimore County Baltimore MD 07/2019 04/2022
James Madison University Harrisonburg VA 08/2017 06/2019
Mount St. Mary's University Emmitsburg MD 08/2014 05/2017
Subway Reading PA 05/2015 05/2017
Ameriprise Financial Services, Llc Virginia Beach VA 03/2020 03/2020
Ameriprise Financial Services, Llc. Virginia Beach VA 05/2022 Present
  • 05/2022 → 05/2022
    Ameriprise Financial
    Virginia Beach, VA
  • 07/2019 → 04/2022
    University Of Maryland, Baltimore County
    Baltimore, MD
  • 08/2017 → 06/2019
    James Madison University
    Harrisonburg, VA
  • 08/2014 → 05/2017
    Mount St. Mary's University
    Emmitsburg, MD
  • 05/2015 → 05/2017
    Subway
    Reading, PA
  • 03/2020 → 03/2020
    Ameriprise Financial Services, Llc
    Virginia Beach, VA
  • 05/2022 → Present
    Ameriprise Financial Services, Llc.
    Virginia Beach, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2023-01-27

View on SEC IAPD

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Nearby Investors

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JOSEPH SCOTT KOMARNICKI
ADAM THOMAS REX

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA

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