John Martinek (CRD# 7611824) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Leander, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2219717
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Leander, TX | May 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Leander, TX | Aug 2022 - Current | 1 |
| John Martinek Insurance Agency | Leander, TX | Sep 2021 - Current | 2 |
| State Farm Insurance | Leander, TX | Apr 2021 - Sep 2021 | < 1 |
| Hank Gerdes Insurance Agency | Austin, TX | Sep 2019 - Apr 2021 | 1 |
| Adam Rope Insurance Agency | Waxahachie, TX | Jul 2018 - Sep 2019 | 1 |
| Austin Isd Police Department | Austin, TX | Jan 2018 - Jul 2018 | < 1 |
| Amazon | Austin, TX | Sep 2017 - Jan 2018 | < 1 |
| Simpler Trading | Austin, TX | Aug 2017 - Sep 2017 | < 1 |
| Unemployed | Round Rock, TX | May 2017 - Aug 2017 | < 1 |
| Austin Police Department | Austin, TX | Mar 2016 - May 2017 | 1 |
| Md Anderson Cancer Center | Houston, TX | Jan 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
| S63 | Uniform Securities State Law Examination | Aug 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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