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Jonathan Martinez

World Investment Advisors, LLC

Irvine, CA

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Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-01-03
  • CA RA
    APPROVED
    Since 2019-01-03

Branch Locations

18872 Mac Arhtur Blvd., Suite 410, Irvine, CA 92614 • 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
Bpm Advisors East Palo Alto CA 07/2016 10/2016
Bpm Advisors, Inc. East Palo Alto CA 10/2016 01/2018
Lpl Financial, Llc Irvine CA 02/2018 10/2018
Pensionmark Financial Group, Llc Santa Barbara CA 01/2019 Present
  • 07/2016 → 10/2016
    Bpm Advisors
    East Palo Alto, CA
  • 10/2016 → 01/2018
    Bpm Advisors, Inc.
    East Palo Alto, CA
  • 02/2018 → 10/2018
    Lpl Financial, Llc
    Irvine, CA
  • 01/2019 → Present
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
Previous Registrations
  • 2018-09-28 → 2018-11-29
    Lpl Financial Llc
    Irvine, CA
  • 2016-10-26 → 2018-03-06
    Bpm Advisors, Inc.
    East Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-26
  • S65 Uniform Investment Adviser Law Examination
    2016-10-26
Other Names
  • Jonathan Joseph Martinez

View on SEC IAPD

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Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

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