Individual Firm
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JASON P MARTINEZ
JASON PAUL MARTINEZ
CRD#: 4808905
IA
B
CETERA INVESTMENT ADVISERS LLCCRD#: 105644 18730 TUSCANY STONE 2102
SAN ANTONIO, TX 78258
SAN ANTONIO, TX 78258
CETERA INVESTMENT SERVICES LLCCRD#: 15340 18730 TUSCANY STONE 2102
SAN ANTONIO, TX 78258
SAN ANTONIO, TX 78258
0
Disclosures
20
Years of Experience
View By:
State Registrations
B
Mississippi 3/1/2019
B
Texas 3/1/2019
B
Tennessee 1/13/2023
IA
Texas 3/1/2019
SRO Registrations
B
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Learn about permitted activities of registered representatives
Learn about permitted activities of registered principals
IA
Registered with this firm since 3/1/2019
B
Registered with this firm since 3/1/2019
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 12/14/2012 - 03/27/2019 | HOUSTON, TX | |
B | 12/14/2012 - 03/27/2019 | HOUSTON, TX | |
IA | 10/01/2012 - 12/14/2012 | SAN ANTONIO, TX | |
B | 10/01/2012 - 12/14/2012 | SAN ANTONIO, TX | |
IA | 03/18/2008 - 10/01/2012 | SAN ANTONIO, TX | |
B | 03/18/2008 - 10/01/2012 | SAN ANTONIO, TX | |
IA | 04/02/2007 - 02/26/2008 | SAN ANTONIO, TX | |
B | 04/02/2007 - 02/26/2008 | SAN ANTONIO, TX | |
IA | 12/01/2006 - 04/02/2007 | SAN ANTONIO, TX | |
B | 12/01/2006 - 04/02/2007 | SAN ANTONIO, TX | |
IA | 12/01/2005 - 11/21/2006 | SAN ANTONIO, TX | |
B | 11/21/2005 - 11/21/2006 | SAN ANTONIO, TX | |
IA | 10/08/2004 - 11/08/2005 | SAN ANTONIO, TX | |
B | 08/11/2004 - 11/08/2005 | NEW YORK, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.