Justin Martinez, financial advisor Walnut Creek CA

Justin Martinez

CRD Number: 6636905
Current Firm: Prudential Financial Planning Services

Justin Martinez (CRD# 6636905) is an Investment Advisor Representative working at Prudential Financial Planning Services in Walnut Creek, CA and has over 3 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Prudential Insurance Company Of America Walnut Creek, CA Dec 2020 - Current < 1
Pruco Securities LLC Walnut Creek, CA Dec 2020 - Current < 1
Martinez Financial Services Brentwood, CA Jan 2020 - Current 1
New York Life San Ramon, CA Nov 2020 - Dec 2020 < 1
Mutual Of Omaha Insurance Company Concord, CA May 2018 - Nov 2020 2
Mutual Of Omaha Investor Services Concord, CA May 2018 - Nov 2020 2
Farmers Financial Solutions Pleasant Hill, CA Apr 2016 - May 2018 2
Farmers Insurance Pleasant Hill, CA Mar 2016 - May 2018 2
Filice Moraga, CA Sep 2015 - Feb 2016 < 1
Ihts Clayton, CA Jun 2015 - Aug 2015 < 1
High End Development Concord, CA Aug 2014 - May 2015 < 1
Bannerman San Francisco, CA Oct 2014 - Jan 2015 < 1
Admiral Security Services Concord, CA Aug 2014 - Jan 2015 < 1
King Security Services San Francisco, CA Jan 2014 - Aug 2014 < 1
St. Moritz Security San Francisco, CA Dec 2013 - Jan 2014 < 1
Security Industry Specialists San Francisco, CA Jul 2013 - Nov 2013 < 1
Allied Barton Oakland, CA Sep 2011 - Jul 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2018
S63 Uniform Securities State Law Examination Mar 2021
Contact Info for Justin R. Martinez
Phone Number: 800-235-7637
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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