Jeremy Martinson, financial advisor San Diego CA

Jeremy Martinson

CRD Number: 4587392
Current Firm: Bamboo Wealth Strategies

Jeremy Martinson (CRD# 4587392) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has over 21 years of experience in the finance industry. Jeremy Martinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sovran Advisors, LLC La Mesa, CA Jan 2024 - Current < 1
Summacor Inc. San Diego, CA Jun 2019 - Current 4
Spectrum Planning & Advisory San Diego, CA Feb 2014 - Current 10
Spectrum Consulting Group Inc. La Mesa, CA Mar 2003 - Current 21
Purshe Kaplan Sterling Investments Albany, NY Aug 2014 - Apr 2020 5
Geneva Healthcare National City, CA Nov 2013 - Apr 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Disclosure Information

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
Contact Info for Jeremy S. Martinson
Phone Number: (619) 289-9670
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    152
    MILLIONS
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $215,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, NH, PA, TX

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