Joanna Esther Martinez

Employer firm

Rise North Capital Investment Advisors CRD 336740

$50.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2024 → 03/2026
  Foundations Investment Advisors
  Phoenix, AZ
• 05/2022 → Present
  Rise North Capital
  Nashua, NH
• 04/2022 → 08/2022
  The Tack Room
  Nashua, NH
• 10/2019 → 05/2022
  Outback Steakhouse
  Lowell, MA
• 06/2019 → 10/2019
  Brothers Sports Bar And Grille
  Dracut, MA
• 01/2018 → 05/2019
  Outback Steakhouse
  Methuen, MA
• 10/2017 → 12/2017
  Christmas Tree Shops
  Salem, NH
• 01/2013 → 12/2018
  Full-Time Student
  Braintree, MA
• 10/2025 → Present
  Rnc Ria Llc Dba Rise North Capital Investment Advisors
  Braintree, MA

Previous Registrations

• 2024-03-14 → 2026-03-04
  Foundations Investment Advisors Llc
  Phoenix, AZ
  Nashua, NH

Other Businesses

NATIONAL LIFE GROUP; INVESTMENT-RELATED; 1 NATIONAL LIFE DR. MONTPELIER, VT 05604; INSURANCE COMPANY; AFFILIATED INSURANCE AGENT; START DATE: 06/2022; 100 HOURS PER MONTH; 100 HOURS PER MONTH DURING TRADING HOURS; DUTIES: SELLING INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-20