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Matthew Martinez

J.P. Morgan Securities LLC

Simi Valley, CA

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-09
CA RA APPROVED 2025-11-20
  • TX RA
    APPROVED_RES
    Since 2026-06-09
  • CA RA
    APPROVED
    Since 2025-11-20

Branch Locations

2398 Sycamore Drive, Simi Valley, CA 93065 • 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
Unemployed Newbury Park CA 10/2020 11/2020
Jpmorgan Chase Bank, N.A. Simi Valley CA 03/2021 Present
J.P. Morgan Securities Llc Simi Valley CA 03/2021 Present
Lowe's Newbury Park CA 12/2020 02/2021
Clean And Healthy Products Thousand Oaks CA 06/2020 09/2020
Revolution Financial Management Thousand Oaks CA 01/2015 06/2020
Transamerica Financial Advisors, Inc Thousand Oaks CA 01/2018 07/2019
  • 10/2020 → 11/2020
    Unemployed
    Newbury Park, CA
  • 03/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Simi Valley, CA
  • 03/2021 → Present
    J.P. Morgan Securities Llc
    Simi Valley, CA
  • 12/2020 → 02/2021
    Lowe's
    Newbury Park, CA
  • 06/2020 → 09/2020
    Clean And Healthy Products
    Thousand Oaks, CA
  • 01/2015 → 06/2020
    Revolution Financial Management
    Thousand Oaks, CA
  • 01/2018 → 07/2019
    Transamerica Financial Advisors, Inc
    Thousand Oaks, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-30
S63 Uniform Securities Agent State Law Examination 2021-06-08
  • S66 Uniform Combined State Law Examination
    2025-07-30
  • S63 Uniform Securities Agent State Law Examination
    2021-06-08
Other Names
  • Matthew Ramon Martinez

View on SEC IAPD

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Chad Michael Francis
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Other Offices

HBW ADVISORY SERVICES LLC · SIMI VALLEY, CA
TORTUGA ADVISERS LLC · SIMI VALLEY, CA
BRIDGE THE GAP RETIREMENT PLANNERS · SIMI VALLEY, CA
THE INDEPENDENT FINANCIAL GROUP · SIMI VALLEY, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Simi Valley, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Simi Valley, CA
MISSION WEALTH MANAGEMENT, LP · Simi Valley, CA
THE INDEPENDENT FINANCIAL GROUP · Simi Valley, CA

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