Aldo Martinez, financial advisor Helotes TX

Aldo Martinez

CRD Number: 6746703
Current Firm: Edward Jones

Aldo Martinez (CRD# 6746703) is an Investment Advisor Representative working at Edward Jones in Helotes, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO May 2018 - Current 3
Edward Jones Waco, TX Aug 2017 - May 2018 < 1
Best Buy Waco, TX Jan 2016 - May 2018 2
School Laredo, TX Aug 2007 - May 2018 10
Edward Jones San Antonio, TX Feb 2017 - Aug 2017 < 1
Best Buy Laredo, TX Sep 2015 - Jan 2016 < 1
Finish Line Laredo, TX Jun 2014 - Oct 2015 1
Unemployment Laredo, TX May 2008 - May 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Aldo A. Martinez
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, MA, 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, WY

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