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Matthew Martinez

J.P. Morgan Securities LLC

Simi Valley, CA

CRD 6907511

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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:

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

Nearby Firms

HBW ADVISORY SERVICES LLC
TORTUGA ADVISERS LLC
BRIDGE THE GAP RETIREMENT PLANNERS

Nearby Investors

JORGE ALBERTO MEZA
NEAL GARDNER DAVIS
ROBERT PHILIP SULLIVAN

Nearby Offices

HBW ADVISORY SERVICES LLC · SIMI VALLEY, CA
TORTUGA ADVISERS LLC · SIMI VALLEY, CA
BRIDGE THE GAP RETIREMENT PLANNERS · SIMI VALLEY, CA

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