Martina Delese Goddard

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 07/2007 → 12/2016
  Rcb Bank
  Cushing, OK
• 01/2010 → Present
  Raymond James Financial Services, Inc
  Cushing, OK
• 01/2010 → Present
  Raymond James Financial Services Advisors, Inc.
  Cushing, OK
• 07/2007 → 12/2016
  Rcb Wealth Management
  Cushing, OK
• 12/2016 → Present
  Grace Financial Planning
  Cushing, OK

Previous Registrations

• 2007-11-13 → 2009-12-31
  Cetera Investment Services Llc
  Cushing, OK
  Claremore, OK

Other Businesses

(1)Name of Business: Grace Financial Planning Address: 300 N Harrison Ave Ste 103, Cushing, OK, 74023, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/16/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/FA (2)Name of Business: JMSG properties Address: 823 S Little Ave, Cushing, OK, 74023-4812, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the building throught JMSG for use by Grace Financial Planning. no other tenants

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-06
• S63 Uniform Securities Agent State Law Examination
  1987-09-28

Other Names

• Martina Delese
• Martina Jones
• Martina D Jones
• Tina Jones