Lisa Martins, financial advisor Cave Creek AZ
93 score

Lisa Martins

CRD Number: 5331506
Current Firm: J.p. Morgan Securities LLC

Lisa Martins (CRD# 5331506) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cave Creek, AZ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Phoenix, AZ Oct 2012 - Current 4
Chase Investment Services Corp Phoenix, AZ Mar 2011 - Oct 2012 1
Sammons Securities Company, LLC Ann Arbor, MI Aug 2009 - Feb 2011 1
Simwey Financial Group Peoria, AZ Apr 2007 - Feb 2011 3
Woodbury Financial Services, Inc. Woodbury, MN Apr 2007 - Aug 2009 2
Westview Financial Phoenix, AZ Oct 2006 - Apr 2007 < 1
Unemployed Lisbon, Jun 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Lisa P. Martins
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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